how long to keep 401k statements
Retirement/savings plan statements. Length of time to keep, and why: From one year to permanently. 1  Keep the quarterly statements from your 401(k) or other plans until you receive the annual summary; if everything matches up, then shred the quarterlies.etirement/savings plan statements. Length of time to keep, and why: From one year to permanently. 1  Keep the quarterly statements from your 401(k) or other plans until you receive the annual summary; if everything matches up, then shred the quarterlies.