The CAP plan sponsor should develop a document retention policy for the plan. For your reference, a copy of Manulife's document retention policy can be found on the Plan Sponsor secure website at www.manulife.ca/GRO. From the Sponsor site, click Plan Governance Support Centre, then CAP Guidelines Centre. Once you're there, look for Create/Update a CAP report and Setting up a CAP report. Manulife's policy appears in this section.
Have you developed a document retention policy for your plan?
If yes, you can record the document retention policy for your plan below. If no, you can use the sample document retention policy provided to help you get started. (Sample document retention policy)
