Here’s one of those ERISA answers: It depends.
First, there’s the so-called 6-Year Rule Answer. It requires all plan-related materials that support the plan’s annual reporting and disclosure to be retained for at least six years after the date of filing of an ERISA-related return or report, or from the date of any extension. These materials should be preserved in a manner and format (electronic or otherwise) that permits ready retrieval.
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