Records / Laws and rulings

29 U.S.C. 1027 (ERISA): benefit plan reports and records kept six years (29 U.S.C. 1027)

A company that ran a benefit plan (a 401(k), a health plan) keeps the plan's filed reports and the records behind them for at least six years after filing.

Dated 31 Oct 2026Source checked 31 Oct 2026Basis: primary text

Selling a company's data? This is one of the rules a sale has to meet, and the guide beside the button reads it in plain words.

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In the source's own words
“shall maintain a copy of such report and records on the matters of which disclosure is required ... and shall keep such records available for examination for a period of not less than six years after the filing date of the documents based on the information which they contain”
29 U.S.C. 1027 (ERISA): benefit plan reports and records kept six years (29 U.S.C. 1027) | AIData.Broker