Document Retention

The following 122 items are listed by Content Data.

Policies & Procedures

Compliance With Security Laws Policy

This sample policy outlines an organization’s process for ensuring compliance with federal security laws.
Subscriber Content
Mon, Jan 15, 2018
Newsletters

Compliance Insights: December 2017

Topics covered in this newsletter include: Digital Mortgage and Consumer Lending Trends and Innovations
Subscriber Content
Mon, Jan 1, 2018
Audit Reports

Board of Directors Orientation Audit Report

This document provides a board level overview of internal audit and internal controls.
Subscriber Content
Mon, Nov 13, 2017
Newsletters

The Board’s Role in Addressing Geopolitical and Regulatory Shifts

This issue of Board Perspectives identifies seven key takeaways from Protiviti’s roundtable at a National Association of...
Subscriber Content
Mon, Oct 30, 2017
Blog

Do You Have Adequate Documentation for Your Business Processes?

Good process documentation doesn’t just describe how things work—it tells a story of an organization’s modu...
Fri, Oct 27, 2017
Blog

Electronic Discovery Risks, Challenges and Procedures

Electronic discovery (eDiscovery) refers to the process of searching, locating and securing electronic data...
Mon, Jul 17, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: Employee Leave Benefits RCM

This document outlines risks and controls common to the employee leave component of the “manage and administer benefits”...
Subscriber Content
Mon, Jul 17, 2017
Newsletters

Compliance Insights: May 2017

The May 2017 Compliance Insights newsletter includes: (1) A Call to Streamline State Supervision of MSBs
Subscriber Content
Mon, May 29, 2017
Risk & Control Matrices - RCMs

Manage Service Contracts RCM

This document outlines risks and controls common to the “manage service contracts” process in a risk control matrix (RCM...
Subscriber Content
Mon, May 15, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: COBRA RCM

This document outlines risks and controls common to the manage and administer benefits process when administering COBRA ...
Subscriber Content
Mon, May 1, 2017
Memos

Minimum Testing Standards for Systems and Data Memo

This memo outlines minimum IT controls around user access, change control, backup, privacy, licenses and document retent...
Subscriber Content
Mon, Oct 3, 2016
Memos

Data Breach Notification Memo

This memo's purpose is to notify an individual regarding the possibility of a personal information breach and explain th...
Subscriber Content
Mon, May 2, 2016