Advisor Partnerships
Compliance Peace of Mind
Built with employee benefits advisors in mind, our streamlined solutions simplify compliance management, giving you more time to strategically meet your clients’ needs.
Relieving Your Biggest Compliance Headaches
Reduce Your Risk
Increase Your Compliance Knowledge
Ditch Manual Deadline Tracking
Divide Up the Compliance Responsibilities
Keep Up With Legislative Changes
Get More Time for Other Things
Don't sweat the deadlines.
Each client’s Dashboard is a customized calendar based on their company and plan information. Their Dashboard tracks compliance due dates so you don’t have to manually track who needs to complete what when.
No more reminder emails.
The Dashboard sends a Weekly Digest email to your clients on your behalf. Each Weekly Digest gives clients upcoming and past due compliance tasks that apply to them.
Look like a compliance expert, even if you're not.
The Dashboard has step-by-step guidance for each compliance task, written with all levels of compliance experience in mind. Dig deep into a compliance topic with our Complybrary, full of deep-dive content, charts, guides, and webinars.
Be as hands-on (or hands-off!) as you'd like.
Your Advisor Portal makes client management a breeze. Want to be hands-on with compliance? Use on-demand reports to add compliance check-ins to your client communications, add notes to show off your agency’s compliance support, and upload compliance documentation. Want to be hands-off? Once a client is set up, The Dashboard’s proactive approach to compliance will still keep them up-to-date.
Looking for more compliance in your life?
ComplianceDashboard also provides HIPAA and MEWA/trust compliance solutions. Find out more!
DOL Retirement Savings Lost and Found Database Begins Voluntary Data Collection Process
On November 18, 2024, the U.S. Department of Labor (DOL), through its Employee Benefits Security Administration (EBSA), announced that it will immediately begin collecting information
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 company’s reputation and brand identity. As businesses face increasing scrutiny
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 overpayments from retirement plans (including 401(k) plans) under the SECURE
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 various dollar limitations for contributions and benefits under qualified retirement