SFU Records Retention Schedule and Disposal Authority (RRSDA)
Pension Plan Registers

RRSDA number

1998-031

Record series

Pension Plan Registers

Office of Primary Responsibility (OPR)

Human Resources

Retention periods

Records	Active retention (in office)	Semi-active (records centre)	Total retention	Final disposition
Human Resources:	S/O	Nil	S/O	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CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.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

Computer generated reports showing account balance and status for all contributors to the University's pension plans. Records consist of computer print-outs generated monthly from the Department's Human Resource System database. Files are arranged by pension plan and within these groupings records are filed chronologically by date of report. Report entries are arranged alphabetically by surname of contributor.

Personal Information Bank (PIB)

This series is a Personal Information Bank; click here for PIB description.

Authorities

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

• University Act (RSBC 1996, c. 468)
• Freedom of Information and Protection of Privacy Act (RSBC 1996, c. 165)
• Pension Benefits Standards Act (RSBC 1996, c. 352)
• SFU Policy AD 9-7, Group Benefit Plans

Retention rationale

The series represents a paper back-up of some of the information contained in the Human Resource System database (not yet scheduled). Because inactive records are not exported out of the database, they will re-appear in each new report. Accordingly, old reports are superseded by each new one.

Retention and filing guidelines

Keep on hand only the most recent report and destroy the others.

Status

RRSDA is in force.

Approved by the University Archivist: 18 Feb 1999

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