Course Details

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Record Retention


Overview/Description
Target Audience
Prerequisites
Expected Duration
Lesson Objectives
Course Number



Overview/Description
Are you familiar with your company's record retention policy? Do you know what records you should keep, and for how long? And what about disposing of sensitive documents? Following your company's record retention policy supports the organization's internal documentation and accounting systems and addresses compliance requirements in state and federal law. This course will discuss how to use the policy to identify which records must be retained, the different formats in which records may be stored, and common techniques for record disposal. This course was developed with subject matter support provided by the Labor, Employment, and Employee Benefits Law Group of the law firm of Sheehan Phinney Bass + Green PA. Please note, however, that the course materials and content are for informational purposes only and do not constitute legal advice. Nothing herein, or in the course materials, shall be construed as professional advice as to any particular situation or constitute a legal opinion with respect to compliance with any federal, state, or local laws. Transmission of the information is not intended to create, and receipt does not constitute, an attorney-client relationship. Readers should not act upon this information without seeking professional counsel. The information contained herein is provided only as general information that may or may not reflect the most current legal developments. This information is not provided in the course of an attorney-client relationship and is not intended to constitute legal advice or to substitute for obtaining legal advice from an attorney licensed in your state.

Target Audience
All employees, but particularly management and human resource personnel who need to understand and implement compliance policies

Prerequisites
None

Expected Duration (hours)
0.5

Lesson Objectives

Record Retention

  • recognize examples demonstrating when legal considerations exist for having a record retention policy
  • recognize the administrative benefits of having a record retention policy
  • identify issues to be addressed when storing and deleting electronic records
  • recognize the appropriate method of disposal or destruction for a printed or electronic record
  • Course Number:
    lchr_01_b04_lc_enus