Human Resources HR41 - Pension and Benefits Plan Agreements

Accessed:	2026-07-17
Purpose of series:	Records series documenting the pension and benefits plan agreements.
Scope and contents:	Includes (but not limited to): plan, agreements, contracts, and amendments
Cross reference:
Exceptions:

Primary offices:	Human Resources
Primary office retention trigger:	Superseded / Obsolete
Primary office disposition:	Transfer to University Archives
Primary office retention period:	25 years
Primary office retention instructions:	S/O (Superseded/Obsolete) = New Plan Agreement in place. Record is considered no longer active when the plan is superseded by a new plan agreement. Plan Agreements records are to be retained in office 25 years after superseded and then transferred to the Archives for selective retention. All other versions and copies destroyed.

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

Retention rationale:

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	2021-08-30 09:38:27		Internal

Notes: