*GR1050-08a EMPLOYEE PENSION AND Employee benefit plans such as pension; Termination of plan + 1 By regulation - 29 CFR 1627.3(b)(2). BENEFITS RECORDS life, health, and disability insurance; year. seniority and merit systems; and deferred Retention Note: If the plan or system is compensation plans, including not in writing, a memorandum fully amendments. outlining the terms of the plan or system and the manner in which it has been communicated to affected employees, together with notations relating to any revisions, must be retained for the same period as written plans. *GR1050-08b EMPLOYEE PENSION AND Enrollment forms providing personal BENEFITS RECORDS identifying data, beneficiary information, option selection, acknowledgement forms, and similar information. (1) If the official record is maintained by AV. the retirement system of the local government is a member or by the service provider. (2) If the official record is maintained by the local government. (A) Pension and deferred Date of separation + 75 compensation. years. (B) Life, health, accidental and Termination of disability insurance. coverage + 4 years. (C) Any benefit other than those noted US or separation + 2 Retention Note: Documents that serve as in (A) or (B). years, as applicable. payroll deduction authorizations must be maintained for the retention period prescribed for item number GR1050-50. GR1050-08c EMPLOYEE PENSION AND Annual reports from a pension system or PERMANENT. BENEFITS RECORDS fund.
*GR1050-08a EMPLOYEE PENSION AND BENEFITS RECORDS Employee benefit plans such as pension; life, health, and disability insurance; seniority and merit systems; and deferred compensation plans, including amendments. Termination of plan + 1 year. By regulation - 29 CFR 1627.3(b)(2). Retention Note: If the plan or system is not in writing, a memorandum fully outlining the terms of the plan or system and the manner in which it has been communicated to affected employees, together with notations relating to any revisions, must be retained for the same period as written plans. *GR1050-08b EMPLOYEE PENSION AND BENEFITS RECORDS Enrollment forms providing personal identifying data, beneficiary information, option selection, acknowledgement forms, and similar information. (1) If the official record is maintained by the retirement system of the local government is a member or by the service provider. (2) If the official record is maintained by the local government. (A) Pension and deferred compensation. (B) Life, health, accidental and disability insurance. (C) Any benefit other than those noted in (A) or (B). AV. Date of separation + 75 years. Termination of coverage + 4 years. US or separation + 2 years, as applicable. Retention Note: Documents that serve as payroll deduction authorizations must be maintained for the retention period prescribed for item number GR1050-50. GR1050-08c EMPLOYEE PENSION AND BENEFITS RECORDS Annual reports from a pension system or fund. PERMANENT.
Schedule%20GR%20Revised%205th%20-%20Effective%202016-04-17.docx