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June 6, 2019

Understanding the ERISA requirements behind 401(k)

Caitlin Lam

Have you ever wondered how long you will need to save various 401(k) documents and disclosures?  Do you ever get confused by all the different notices and delivery deadlines?  We have provided a guide to help understand the ERISA requirements behind 401(k) documents and notices. Properly maintaining records will save you a lot of time and frustration during a plan audit!   

 

Attachments

Document Retention_Marsh_and_McLennan_Agency.pdf