NeighborBench releases record retention schedule

FREDERICK, MD (November 14, 2013) — Through its educational website,, experts from NeighborBench and NB Risk publish complimentary tools to help financial institutions address common compliance challenges.

This week’s Record Retention Schedule was compiled to assist those charged with managing records at their financial institution. With Q4 already halfway behind us, many institutions may be considering their record retention as the new year approaches.

NeighborBench understands this is no small feat as keeping track of how long to keep various types of records can be a challenge. Our guideline is a universal listing of types of records banks and credit unions may create or use followed by a general guideline on how long those records should be kept.

Interested financial institutions should visit or contact NeighborBench’s Mike Lane at or 1-888-972-3624, ext. 7015 to request their free copy of the Record Retention Schedule.

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