2024 Payroll Record Keeping: Who Requires What, for How Long and in What Format

Alert

"Not able to attend the live webinar? Purchase the recorded session and watch it at your convenience"
"The recording is added to your account within 24 hours of the live session, and we will email you when it is ready."

Date
Apr 19 , 2024
Time
02:00 PM CT
Duration
90 Mins
Status
Recorded Session
Webinar Timings:
03:00 PM ET | 02:00 PM CT | 01:00 PM MT | 12:00 PM PT
2024 Payroll Record Keeping:  Who Requires What, for How Long and in What Format

Webinar Overview

Overview:

Payroll departments receive and submit hundreds of thousands of bits of data each and every year. Employee master file data such as name and social security number, employee forms such the Form W-4, reports to the IRS such as Form 941, state unemployment insurance quarterly returns, termination dates for employees, and even child support withholding orders. 

A critical question that every payroll professional must ask and more importantly answer is “What am I required to keep, in what format, and for how long”?  That is what this webinar will discuss.  We will focus on the details at the federal level for the major laws including the Fair Labor Standards Act, the Internal Revenue Code, and Child Support Enforcement. We will discuss how long records must be kept and in what format.  We will review the records needed when a merger or acquisition has taken place and whether or Sarbanes-Oxley is still relevant when it comes to record keeping. We will also review how to keep the data secure to ensure that what is retained is safe and intact when and if it is ever requested.
 

Areas Covered in the Session: 

  • The importance of record keeping in a payroll department
  • Regulatory agencies with payroll record-keeping requirements including:
    • Department of Labor
    • IRS
    • Child Support
    • Others
  • Details of exactly what data needs to be saved and in what format can it be kept
  • Does Sarbanes-Oxley still matter for record-keeping?
  • Mergers, acquisitions and how it affects payroll record keeping
  • Keeping the data secure to remain in compliance
     

Who Can  Benefit:

  • Payroll Executives/Managers/Administrators/Professionals/Practitioners/Entry Level Personnel
  • Human Resources Executives/Managers/Administrators
  • Accounting Personnel
  • Business Owners/Executive Officers/Operations and Departmental Managers
  • Lawmakers
  • Attorneys/Legal Professionals
  • Any individual or entity that must deal with the complexities and requirements of Payroll compliance issues

Ask your question directly from our expert during the Q&A session following the live event.

Meet Your Instructor

Vicki M. Lambert
Vicki M. Lambert

President & Academic Director, The Payroll Advisor™

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.

With 40 years of hands-on experience in all facets of payroll functions as well as over three decades as a trainer and author, 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.

A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert now presents a weekly podcast, Payroll 24/7, on all things payrolls.

View Full Instructor Bio & Sessions

Frequently Asked Questions

Sign up now on pedu.online to discover a wide range of webinars from industry specialists. Choose your preferred access type (‘Live Only’, ‘Live + Recorded Session’, or ‘Recorded Session Only’), and simply click on ‘Buy Now’ to get enrolled.

Yes. Eligible sessions are approved for SHRM PDCs and HRCI recertification credits. After you attend live (or finish the Recorded Session), we automatically email your certificate with the activity ID you can enter directly into your SHRM or HRCI portal.

After checkout, you will receive an instant confirmation along with a calendar invite. The actual join link will be emailed to your registered email address 24 hours before, and again 1 hour before the webinar begins.

Don’t worry! If you choose the “Live + Recorded Session” or “Recorded Session only” access option during checkout, the recording will land in your inbox automatically after the session concludes. It is saved in our cloud storage so you can watch it as many times as you want, anytime, from anywhere.

Yes. You can explore your industry with your colleagues. The 5–10 and 11+ team options cover a group on a single purchase, and everyone who attends can receive their own certificate.

Live-only access doesn’t include the replay. However, “Live + Recorded Session” and “Recorded Session only” do include unlimited cloud viewing. You can also add a downloadable MP4 video to keep forever at checkout. We offer soft-copy transcripts (comprehensive word-for-word documents) that can be bundled with your order so you never miss a detail.

Yes! At the end of each live webinar, we host a real-time Q&A session where you have the opportunity to interact with our industry experts and get answers to your specific queries.

Receive a 100% refund on any upcoming webinar if you cancel at least 48 hours before the scheduled start time.

Custom Corporate Training

Need team training for 5+ colleagues? We offer discounted enterprise licensing.

Request Group Quote
Buying for a team? Easily increase quantities in the cart.
Your information is securely encrypted with SSL.
SHRM Approved
HRCI Approved Provider
Instant Access
Pack Of 5 Webinars
$599
/ 12 months
  • Attend any 5 live, recorded Session, or a mix of both
  • 12-Month validity.
  • Live webinar access
  • Recorded Session
  • SHRM & HRCI credit on every session
  • Single-user license
Annual Unlimited Access Pass
MOST POPULAR
$999
/ 12 months
  • Attend unlimited live, recorded Session, or a mix of both
  • 12-Month validity.
  • Live webinar access
  • Recorded Session
  • SHRM & HRCI credit on every session
  • Single-user license
Pack Of 10 Webinars
$799
/ 12 months
  • Attend any 10 live, recorded Session, or a mix of both
  • 12-Month validity.
  • Live webinar access
  • Recorded Session
  • SHRM & HRCI credit on every session
  • Single-user license

Upcoming Webinars

Explore live and Recorded Session sessions presented by top industry experts.

Payroll Tax Reporting and Compliance for Year-End 2025 and Year-Beginning 2026
Recorded Session
Payroll & Accounting SHRM & HRCI
Payroll Tax Reporting and Compliance for Year-End 2025 and Year-Beginning 2026
Jan 20, 2026 · 12:00 PM CT 90 Mins
DOL’s New 2025 Independent Contractor Rule: Who Qualifies and How to Stay Compliant
Recorded Session
Human Resource SHRM & HRCI
DOL’s New 2025 Independent Contractor Rule: Who Qualifies and How to Stay Compliant
Nov 14, 2025 · 12:00 PM CT 90 Mins

Wait! Don't Miss This Offer

Secure your spot in the webinar today and save extra on your enrollment. Copy the coupon code below to apply at checkout!

Special Discount ($30 OFF) PEDU30
Copy
Event Calendar