Retirement plans are designed to be long-term programs for participants to accumulate and receive benefits at retirement. As a result, plan records may cover many years of transactions. The Internal Revenue Service (IRS), as well as the Employee Retirement Income Security Act (ERISA), require plan sponsors to maintain records of a variety of documents related to the plan. Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan. It is also critical when addressing any legal or regulatory inquiries.
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Date: February 24, 2021 at 10 a.m. Pacific
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