Record Series Abstract
Record series contains files regarding the selection of investments for the state's 401(k) and 457(b) plans. Files include, but are not limited to: written analyses and rationale, policy recommendations, and other supporting calculations and documentation.
Record Series Active
Cut Off at End of
Total Retention Years
Total Retention Months
Retention End Action
Incoming records are scanned. Paper files are shredded after verification of electronic record, and electronic copies stored on an agency database. Records are maintained for 10 years and then destroyed by state approved methods.
Andrew Jackson Building, 13th floor
alpha and numeric
1986 to current
2 Megabyte electronic
30 Megabyte electronic
Information Shared Outside the State
IRS, U.S. Department of Labor
Yes - Original
Essential Record Stored
essential record stored electronically in agency; third party plan administrator may retain copies
Essential Record Media Type
Confidential Legal Citation
Does this Record Series Contain Sensitive Information?
Records Center Retention Period
Retention Legal Citation
Record Sample PDF
Agency Shared Drive Server
standard server array
Documents are stored in PDF format on agency shared drives.
System is located in the agency office in the Andrew Jackson Building.
Files are backed up daily. Full procedures are on file with the Treasury IT division.
Detailed DR procedures for Treasury's file share are located in the Treasury Recovery Planner.
Data Migration Description
Detailed plans for migrating Treasury's records are on file with the Treasury IT division.
Legacy Revision UUID