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Kansas Records Retention Schedules

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Agency Code: 670-005 (Office of the State Treasurer. Postsecondary Education Savings)

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Agency Number: 670-005
Office of the State Treasurer
Postsecondary Education Savings

SERIES ID 0049-670 
TITLE Financial Investment Advisors Files 
DESCRIPTION Documents relating to the various financial investment advisors authorized to sell the Learning Quest Education Savings Program sponsored by the State Treasurer's Office. 
RETENTION 005 fisc yrs 
COMMENTS Retain in office 5 calendar years, then transfer to the archives for purging. 
DISPOSITION Archives 
RESTRICTIONS None 
APPROVED 2002-07-18 
K.A.R. NUMBER 53-2-131 

SERIES ID 0050-670 
TITLE Learning Quest 529 Planning Files 
DESCRIPTION Variety of documents relating to the planning and implementation process for the Learning Quest Education Savings Program established to provide individuals with investment opportunities for funding higher education. 
RETENTION 005 cldr yrs 
COMMENTS Retain in office 5 calendar years, then transfer to the archives for purging. 
DISPOSITION Archives 
RESTRICTIONS None 
APPROVED 2002-07-18 
K.A.R. NUMBER 53-2-131 

SERIES ID 0052-670 
TITLE Marketing and Advertising Files 
DESCRIPTION Documents relating to marketing strategies and advertising campaigns to promote the Learning Quest Education Savings Program. 
RETENTION 005 fisc yrs 
COMMENTS Retain in office 5 fiscal years, then transfer to the archives for purging. 
DISPOSITION Archives 
RESTRICTIONS None 
APPROVED 2002-07-18 
K.A.R. NUMBER 53-2-131 

SERIES ID 0053-670 
TITLE Presentations Files 
DESCRIPTION Variety of documents relating to programs sponsored by the State Treasurer's Office to promote the Learning Quest Education Saving Program. 
RETENTION See Comments 
COMMENTS Retain until no longer useful, then transfer to the archives for purging. 
DISPOSITION Archives 
RESTRICTIONS None 
APPROVED 2002-07-18 
K.A.R. NUMBER 53-2-131 

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