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PENSION AND BENEFITS RECORDS (V)
Individual Employee File
Education Assistance Act + 7
Disability Records Act + 7
Payments to State Unemployment Compensation Funds 4 years
General Files
Benefit plan documents, disclosure of plan description, annual reports
and summary of annual reports, summary plan descriptions 6 years
All recorded information used in compiling required reports
(such as vouchers, worksheets, receipts, applicable
resolutions, and participants’ elections and deferrals) should
be retained 6 years from filing 6 years
NOTE: for historical reasons, plan documents should be maintained permanently.
INSTITUTIONAL AND LEGAL RECORDS
Articles of Incorporation PERM (V)
By-Laws PERM (V)
Minutes of Board of Trustees Meetings PERM (V)
Minutes of Board of Trustees Committee Meetings PERM (V)
Licenses ACT +6
Deeds and Titles PERM (V)
Attorney Opinion Letters ACT + 4
Leases ACT + 6
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