Human Resources
Records relating to the management of academic and non-academic University employees.
HRS74
Retirement Planning Services
Consists of records relating to the management and operation of retirement planning services. Records include client management and consultation notes.
Office of Primary Responsibility
Retirement Planning Centre
Retention
10 years from date of record
Disposition
Destroy
Other Copies
Retention
Until operational use ceases
Disposition
Destroy
Retention Rationale
Employees often first consult centre 10 years before anticipated retirement, therefore retention is based on anticipated operational use.
Approved by University Secretary and General Counsel on 2008-12-03