Who We Are
ComplianceDashboard is more than a tech company. We are a team of enthusiastic compliance nerds, on a mission to provide you with personal, thoughtful service, in every interaction you have with us or our platform. We enjoy compliance (seriously, we do!) and we work daily to share that joy with you. Our hope is that at the end of the day, you’ve spent less time solving compliance headaches, and more time doing the stuff you love.
Technology powered by people – that’s tech with heart.
Meet the Heart Behind the Tech
Julia Thomas
"Helping people is at the heart of what I do, and design is my way of making that happen. If my work can make your message clearer and your day easier, then I know I've done my job well."
Scott Taylor
"Our goal is to educate and motivate while making it fun! I love getting to laugh with my clients and team every day, even if we're talking about benefits compliance."
Lesley Marling
"Our HR and broker partners wear so many hats - if we can make their compliance hat more comfortable and easier to wear, then we've done our jobs."
Julia "Jules" Flagler
"I love my job because I help busy professionals simplify the tricky world of employee benefits compliance. It’s amazing to see how our tools make a real difference, both for individuals and for whole companies."
Alex Chiola
“It’s exciting to tackle compliance challenges and help both HR professionals and benefits advisors make sense of a tricky industry. Every day brings a new puzzle to solve and a chance to make compliance a little clearer."
Tami Donovan
"Before ComplianceDashboard, just thinking about compliance instantly made me overwhelmed. I now feel excited and eager to help others learn how simple it can be when you have the tools at your fingertips and a system that keeps everything organized for you. I never thought I would feel passion about compliance – until now!"
Anna Cromartie
"I live by the quote "Be kind because everyone you meet is fighting a hard battle." Showing up to work and bringing simple solutions and genuine care is a way I can live out my personal beliefs in the workplace."
ComplianceDashboard + Businessolver
In February 2024, ComplianceDashboard joined Businessolver, a leading SaaS-based employee benefits and HR technology provider. Businessolver’s culture is intentional, and it’s built on focus, mutual respect, a desire for excellence, accountability, and a passion for their work and team. Together, we work hard, we play hard, we double-down to get it done. And we have a ton of fun in the process.
Why Benefits Compliance Matters to Your Business Reputation
Employee benefits compliance is more than just a legal responsibility—it’s a critical element of a
IRS Releases Guidance on Overpayments from 401(k) Plans
On October 15, 2024, the IRS released Notice 2024-77, addressing new rules regarding corrections of
2025 Adjsted Dollar Limits for 401(k) Plans Released by IRS
On November 1, 2024, the IRS released its annual notice, Notice 2024-80, setting forth the
Prepare for the ACA in 2025: Don’t Let Compliance Fall Through the Cracks!
Missing Affordable Care Act (ACA) deadlines in 2025 could bring unexpected costs. Stay organized to avoid steep penalties!