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#1655261 - 01/24/12 09:15 PM Record Retention Schedule - HELP
Blessed Offline
Diamond Poster
Blessed
Joined: Oct 2007
Posts: 2,390
USA
Hey all, is there anyone out there who has a good record retention schedule they would be willing to share? I am looking for something relatively indepth especially on the Office Operation side.
_________________________
Ecclesiastes 10:2 (NIV)

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#1684811 - 04/02/12 05:53 PM Re: Record Retention Schedule - HELP Blessed
2old2care Offline
Platinum Poster
Joined: Oct 2006
Posts: 712
PA

Financial Managers Society - Introduction page below - we have this subscription and all employees can view it on our internal web site. Very good subscription source.


"The only publication of its kind, Financial Institution Record Retention - Manual, 6th Edition is a collection of state and federal record retention requirements for regulatory, legal, operational, historical and customer service purposes. These requirements, in the form of record retention schedules, are offered to you in easy-to use, read-only PDF documents.
For the first time in any format, not only does the 6th Edition offer recommendations for retention periods based on thousands of federal and state requirements, but it gives you actual record retention requirements of every state and many federal agencies, when available."

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#1707431 - 06/06/12 05:00 PM Re: Record Retention Schedule - HELP Blessed
Blessed Offline
Diamond Poster
Blessed
Joined: Oct 2007
Posts: 2,390
USA
Thank you for the information. Would you happen to know approximate cost your institution is paying for this service?
_________________________
Ecclesiastes 10:2 (NIV)

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