October Annual Update: Record Retention Best Practices for Employee Benefit Plans: How Much and How Long?

October 27, 2022 at 9:30am10:30am

Join Verrill for the eighth session of our 2022 virtual Labor & Employment Annual Update Series, with attorneys Eric Altholz and Anna Mikhaylina of the firm’s Employee Benefits & Executive Compensation Group. Several statutes of limitations pertain to employee benefit plans under federal law, but ERISA’s open-ended requirement to maintain employee-specific benefits determination records goes well beyond those limitation periods. Eric and Anna will discuss prudent record retention policies and risk management strategies for retirement plans and other employee benefit plans in light of potential participant claims and agency audits. They will also highlight the legal compliance opportunities created by the new IRS pre-examination pilot program, which provides a 90-day window for plan sponsors to self-correct certain operational issues before an audit begins.

RSVP online here.


Webinars are 60 minutes each and provide 1 Maine CLE and 1 SHRM credit.

CLE Certificate

SHRM Certificate

If you can not attend this event but are interested in receiving a copy of this presentation, contact [email protected]