SFU Records Retention Schedule and Disposal Authority (RRSDA)
Pensions and Benefits Subject Files

Description | PIB | Authorities | Retentional rational | Rentention and filing guidelines | Status

RRSDA number


Record series

Pensions and Benefits Subject Files

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 3 years CY + 5 years Selective Retention by Archives

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.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

Records made or received and used by the Pensions and Benefits program of Human Resources in support of its activities relating to the management of university pension and benefit funds.

Records include memoranda, reports, correspondence with plan carriers and auditors.


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

Retention and filing guidelines

At the end of the active retention period and before the records are transferred to the University Records Centre the following documents are culled and destroyed: chronological correspondence (flimsies); courtesy correspondence; copies of Senate and Board of Govenor committee minutes and summaries (unless annotated); copies of routine financial papers and other records retained by Financial Services; publications; bulletins and brochures; draft documents which were superseded by final versions (unless annotated with unique information); rough notes and working papers (unless particularly relevant to a decision document or policy).


RRSDA is in force.

Approved by the University Archivist: 28 Jan 1999

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