Human Resources HR40 - Pension and Benefits Plan Management

Accessed:	2026-07-17
Purpose of series:	Records series documenting the management of pension and benefits plans.
Scope and contents:	Includes (but not limited to): brochures, correspondence, explanatory documents regarding benefits offered to employees, general information on plans, and reports.
Cross reference:	For payment of plan funds: See FN11 Accounts Payable; For specific individual retiree case files: See HR42 Retired Employees - Case Files
Exceptions:

Primary offices:	Human Resources
Primary office retention trigger:	Calendar Year
Primary office disposition:	Transfer to University Archives
Primary office retention period:	55 years
Primary office retention instructions:	Records closed at the end of the current calendar year, to be retained in office for 55 years, and then transferred to the Archives for selective retention.

Secondary offices:	N/A
Secondary office retention trigger:
Secondary office disposition:
Secondary office retention period:
Secondary office retention instructions:

Retention rationale:

Expected operational use.

Vital records	Electronic systems	Personal information	Official media
Yes	Banner, Ariel	No	Paper, Electronic

Approval date:	Last updated:	Edited by:	Security classification:
2021-05-31	2025-06-19 09:04:16	cr618206	Internal

Notes: