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  • 0700 Benefit Plan Records
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Description: Records related to the administration of Suffolk University's employee benefit plans.
Examples: Records may include retirement, health, disability and life insurance plan documents, contracts with vendors, SPDs, seniority and/or merit systems records, ERISA
compliance records, and summary plan descriptions.
Retention Period: Retain for the life of the plan plus 7 years, and then securely destroy.
Authority: 29 C.F.R. § 1627.3; 29 C.F.R. § 516.5

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