Good morning out there in ListServe World. 

Here is an example of pension related records that could give some prospective.  It comes from a Federal Agency, the Pension Benefit Guaranty Corporation (PBGC).

Note that although the retention period under A is long it is properly noted as Temporary.

Time to get on the first call of the day.

Tod Chernikoff, CRM, CIP
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www.twitter.com/tchernik


Item 2.3: Core Case File Records.

Core Case File Records are those records accumulated (prepared, collected, or received) by individual offices that are core to PBGC's mission and contain all documents significant to a matter that are aggregated and managed by an electronic system (e.g. Plan Termination Case Files in the IPS). Core Case File Records address mission oriented matters within, but not limited to, the subject areas below.

A. Core Case Files Records that are Electronic

TEMPORARY. Break file at the end of each fiscal year. Move off line 40 years after determination that all participants have been fully paid. Destroy or delete after 135 years.

B. Core Case Files Records not Electronic.

TEMPORARY. Transfer to FRC 30 days after the case is closed. Destroy 40 years after case is closed. 

(http://www.archives.gov/records-mgmt/rcs/schedules/independent-agencies/rg-0465/n1-465-09-001_sf115.pdf) 

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