On Fri, Aug 28, 2009 at 8:18 AM, Lauren K. Glaettli <[log in to unmask]>wrote:

> Good Morning Everyone -
>
> I'm highly confused and need the help of more experience professionals than
> myself!  However, let me first give a bit of background on myself so you
> know where I'm coming from.


Welcome to the list Lauren


> The problem is that I have no idea where to start.


well you've come to the right place we've all been there at one time in our
careers. you'll get lots of advice. The first advice would be to visit the
ARMA International online bookstore found via this link www.arma.org. you'll
find a lot of information there. You don't mention where you are located but
I suspect that there is an ARMA chapter nearby
https://www.arma.org/about/chapters/Chapters.aspx

The support you'll receive from other chapter members will be well worth the
price of membership.


> We
> currently have a Document Destruction Policy (fingernails against
> blackboard)

it may be just me but the more correct term is a records destruction
policy.


"For those of you who work for benefits companies how do you all handle your
RM programs? How long do you keep your working papers as opposed to the
legal documents and tax forms? Do you follow federal regulations or the
regulations of the states in which your clients are located?"

the standard answer is "it depends" Crafting a records retention schedule is
part art part science. you will examine the operational, administrative.
financial, legal and historical reasons for retaining the records from that
you will determine the retention period. not every record create is subject
to a statutory or regulatory requirement. My suggestion would be to buy a
copy of ARMA's standard for managing a "Retention Management for Records and
Information" another book to purchase would be Skupsky's Records Retention
Procedures

Peterk

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