No More Checklists
See where you stand with your yearly compliance obligations and the most urgent tasks that need completed at a glance.
Never Miss a Deadline
With regular email and calendar reminders, the Weekly Digest email summarizes upcoming and past due compliance tasks. Add calendar reminders for extra peace of mind.
Keep It In the Cloud
Store plan documents in our cloud-based document manager.
Don’t Sweat State Law
The ComplianceDashboard’s quick-and-easy setup automatically determines the compliance tasks that apply based on company and plan details, including both federal and state benefits requirements.
Audit Ready?
Documentation is half the battle. Complete tasks, add notes and comments, and upload documents for easy retrieval in the case of a DOL investigation, internal audit, merger or acquisition, or to make available for performance reviews.
