AGENCY: Board of Education
SERIES: 26116
TITLE: Tax sheltered investment records
DATES: 1969-2024.
ARRANGEMENT: Chronologically by date.
DESCRIPTION: The Utah Office of Education provides their employees investment opportunities which are part of their retirement benefits. The records in this series document tax sheltered 403 B investments which are part of the retirement benefits package.
RETENTION
Retain for 65 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 04/2006
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 64 years and then destroy.
APPRAISAL
Fiscal