Records relating to the management of academic and non-academic University employees.
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
10 years from date of record
Until operational use ceases
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