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Creating Record Retention Policies: A Practical Guide


Since the establishment of the Sarbanes-Oxley Act, the way in which organizations retain and destroy documents has been under scrutiny. Federal, state, and local laws establish retention requirements for a variety of records.

An effective record retention policy will address two critical needs of all organizations. First, it will ensure that an organization retains records which are essential to its business and required by law.

Second, it will ensure that outdated or unnecessary documents are destroyed in a systematic, thoughtful way so that no one can infer that the organization is acting with bad intentions.

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