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As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

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!   



Document Retention_Marsh_and_McLennan_Agency.pdf