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Description: Records related to the administration of Suffolk University's employee
retirement plans.
Examples: Records may include deferred compensation records (401-k), eligibility forms, investment plan records, plan consultancy records, fund withdrawal records, non- discrimination testing records, and any supporting documentation or correspondence.
Retention Period: Retain until term plus 6 years, and then securely destroy.
Authority: 29 U.S.C. §§ 1027, 1113


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