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Records Retention - Compile all employee benefit plan records and maintain, including:• Plan Documents, Summary Plan Descriptions, Open Enrollment Materials, Employee Notices• Vendor Agreements, Business Associate Agreements, Attachments, Amendments, Documents

incorporated by reference• Employee communications• Employee requests• 1094/1095 Reporting and Analysis• Discrimination Testing results• Reports of uploading documents• Policies and Procedures applicable to the Plan• Communications received from third party vendors• Communications received from third parties

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Consider posting documents on the intranet. Direct link should be included in the benefits booklet or e-mail sent to employees:

Documents to post:• Carrier Policies• Legal Notices• Summary of Benefits Coverage• Wrap Plan Summary Plan Description• Summary of Material Modifications – as applicable• Summary Annual Report• QMCSO Policy and Procedures• HIPAA Privacy Notices• COBRA Policy and Procedures• Wellness Notices – ADA and HIPAA• Health FSA/DCAP – Plan Document, Summary Plan Description, Adoption Agreement• EE Handbook

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