Updated: Jan 25
You don’t need to be a magician to know what records to keep and for how long. While most providers can supply reports and plan documents, the employer remains ultimately responsible for retaining adequate records that support the plan document reports and filings. Refer to the chart below to know which documents you need to keep in case of a plan audit.
For more information on demystifying record retention, visit www.csiadvisoryservices.com or call our office at (317) 844-3256.