Summer ATConnection 2018

YOU ASKED. WE ANSWERED.

Is there a timeframe for how long I should keep old files? Based on guidance from the IRS, the answer is indefinitely. An article from the IRS states that records, including participant records, need to be maintained until plan assets have been paid out and enough time has passed that the plan will not be audited. So, basically, until the plan dissolves, plus additional years following. Our Client Services team is always happy to answer any questions. Just call 800.548.2995.

Click here to view more information on Maintaining Your Retirement Plan Records.

What meetings can your education team provide our plan participants? We have a variety of presentations ranging from Retirement Planning 101 to Understanding your Online Account, and we will accommodate times, dates, and we can tailor topics to you and your employees. This is a free service, so use our knowledge and resources to better prepare your employees for retirement.

Click here to view our library of presentations.

In the next ATConnection… year-end procedures and a glimpse into 2019.