SFU Records Retention Schedule and Disposal Authority (RRSDA)
Benefit and Pension Fund Performance Reports

RRSDA number

1998-028

Record series

Benefit and Pension Fund Performance Reports

Office of Primary Responsibility (OPR)

Human Resources:

Retention periods

Records	Active retention (in office)	Semi-active (records centre)	Total retention	Final disposition
Human Resources:	CY + 2 years	Nil	CY + 2 years	Destruction

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.

Description, purpose and use of records

Evaluations by an independent auditor of the financial perfomance of trust funds held by the University. Records consist of bound reports, issued quarterly and filed chronologically.

Authorities

These records are created, used, retained and managed in accordance with the following authorities:

• University Act (RSBC 1996, c. 468)
• Pension Benefits Standards Act (RSBC 1996, c. 352)
• Canada Pension Plan Act (RSC 1985, c. 8)
• SFU Policy AD 9-7, Group Benefit Plans

Status

RRSDA is in force.

Approved by the University Archivist: 28 Jan 1999

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