Record Retention Requirements for Health & Welfare Plans
In Record Retention Requirements for Health & Welfare Plans, EBIA’s experts analyze record retention requirements for ERISA health and welfare plans as well as other employer-provided health and welfare benefits not subject to ERISA. You’ll find answers to your record retention questions for many benefits including cafeteria plans, DCAPs, qualified transportation plans, educational assistance programs, HSAs, group health plans (like major medical, dental, health FSAs, and HRAs), and other ERISA benefits (like severance, disability, and life insurance).
If you are looking for a trusted resource to help you shape your record retention program, your wait is over.
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Anyone responsible for benefits compliance should have Record Retention Requirements for Health & Welfare Plans on their bookshelf. With this book you’ll find what you’ve come to expect from EBIA—top-notch analysis, including legal support for all conclusions, delivered in a practical and understandable manner. Here are a few highlights:
- The legal rules. We analyze the record retention rules imposed by ERISA, the Internal Revenue Code, HIPAA, and other laws. These rules require that particular types of records be retained for specific periods.
- Categories of records. Before you decide how long to keep benefits records, you need to know what records to keep. We’ve identified the major categories of records for health and welfare plans, and we explain for each category what records should be kept and why.
- Recommended record retention period. For each of the major categories of records, EBIA provides a recommended record retention period.
- Electronic record retention. What records must be retained in paper form? When can records be retained electronically? Can paper be destroyed if electronic copies are retained?
- Tables, finding lists, and text boxes. We developed several tools to help you find your way around the myriad rules and requirements that apply to health and welfare plans.
© 2006; 296 pages.
