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August 18, 2026

 

A Plan Sponsor's Guide

to Document Retention

In the words of the great philosopher Marie Kondo, does this document spark joy? Doesn't matter. If it's a 401(k) or health and welfare plan record, the IRS says keep it anyway — for at least six years, joy or no joy. Here's what you need to know.

 
 

Kushner & Company | (269) 342-1700 | kushnerco.com

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