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