Record Retention

To order CDs and tapes of conferences (where available), please call BNA Plus at 800-372-1033 and refer to conference title and which date.

October 6, 2005

HR Records You Need to Keep

Agenda Summary: This HR audioconference included a discussion of: HR recordkeeping as a critical HR function; major federal recordkeeping laws and regulations, the specific documents they require you to keep, retention periods, and penalties for noncompliance; information you should avoid keeping in personnel files; pointers for setting up a legally sound system to manage employment-related documents; safeguards for confidentiality of sensitive employee information; reasonable measures for disposing of information under the FTC's "Disposal Rule," which applies to employers that use consumer reports for business purposes; maintenance and retention of supervisors' and interviewers' notes; record audit issues; and practical tips for developing records-access guidelines for employees, HR staff, and third parties. The featured speaker was: J. Scott Tiedemann, partner, Liebert Cassidy Whitmore, Los Angeles.

CD or tape still available for price of conference ($149.00, BNA subscribers; $224.00, nonsubscribers).

December 9, 2004

Following the Trail: What You Need to Know About the HR Records You Need to Keep

Agenda Summary: This HR audioconference covered such key points as: why recordkeeping is so important; what you should and should not keep in your personnel files; how long and where hiring, tax, payroll, benefits, compensation, medical, and safety records should be kept; your duty to preserve e-mail, instant messages, or other electronic records; how you can avoid common recordkeeping pitfalls; steps you should follow to create a record-retention and management policy and program; and details of a practical strategy to help you avoid a dollar-draining records audit. The featured speakers were: Thomas G. Schendt, partner, Employee Benefits and Executive Compensation, Alston & Bird, Washington, D.C.; and Matthew J. Gilligan, associate, Labor and Employment Group, Alston & Bird, Atlanta.

CD or tape still available for price of conference ($149.00, BNA subscribers; $224.00, nonsubscribers).

March 11, 2004

Record Retention: What the HR Leader Needs to Know

Agenda Summary: Learn why recordkeeping is so important; find out what you're obligated to provide to an employee who requests access to a specific type of record; discover how to prepare for and respond to a request for records if subject to an outside audit or investigation. The featured speakers were Thomas Schendt, Partner, Employee Benefits and Executive Compensation Group, Alston & Bird LLP, Washington, D.C., and Matthew Gilligan, Associate, Labor and Employment Group, Alston & Bird LLP, Atlanta, Ga.

CD or tape still available for price of conference ($149.00, BNA subscribers; $224.00, nonsubscribers).