Record Retention

  • 5 topics | 22m 59s
  • Includes Assessment
  • Up to 30 languages
  • Transcripts
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.


  • recognize examples of legal considerations for having a record retention policy
  • recognize the administrative benefits of having a record retention policy
  • recognize factors that determine electronic communication retention policies
  • identify considerations for storing and deleting electronic records
  • recognize the need for a record retention policy
  • recognize the benefits of having an effective record retention and destruction policy
  • recognize the appropriate method of disposal or destruction for a printed or electronic record
  • recognize when to retain and when to destroy records


  • Introduction to Record Retention Policies
  • Electronic Records
  • Knowledge Check: The Need for Record Retention
  • Record Retention and Destruction
  • Knowledge Check: Disposal or Destruction of Records