2025 Payroll Record Retention Requirements: What to Keep, What to Toss

• Keys to creating a compliant payroll records retention policy
• How to identify which payroll records are required by law to be retained
• What formats are acceptable for storing various types of payroll documents
• Additional steps you need to take in the event of mergers or acquisitions
• Methods to ensure your payroll records are secure and audit-ready

• Different regulatory agency requirements, including IRS, DOL, and Child Support Enforcement
• Solutions for navigating overlapping and conflicting record retention timelines
• Applying key provisions from the FLSA and IRS to your payroll system

• Building a sustainable payroll documentation process that reduces risk
• Recordkeeping rules during organizational changes like mergers or acquisitions
• Ways to determine whether Sarbanes-Oxley still applies to your payroll documentation

• Learn how to properly secure employee records against cyber threats and data loss
• Solutions for selecting compliant digital formats and storage methods.
• Techniques for documenting your compliance and demonstrating it during audits

ABOUT THE SPEAKER

Vicki M Lambert, President and Academic Director, The Payroll Advisor

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor with over 35 years of hands-on experience in all facets of payroll functions. Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues.  She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.