Seriously simple.
Compliance is complicated.
The Dashboard combines the most streamlined tracking platform in the industry with powerhouse legal guidance to make employee benefits compliance simpler. Seriously.
No More Checklists!
The Dashboard’s compliance calendar and task lists are customized to each employer’s company details and benefits plan.
See at-a-glance where you stand with your yearly compliance obligations and the most urgent tasks that need completed.
Covers both federal and state benefits laws.
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.
Don't Sweat State Law!
The Dashboard’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.
Check out the laws covered on The Dashboard here.
New to Benefits Compliance?
The Dashboard’s step-by-step guidance was written with all levels of compliance experience in mind. Task pages focus on actionable steps to stay in compliance, and provide deep-dive content, charts, and sample documents to tackle your most complicated compliance headaches.
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.
Keep It In the Cloud.
Store plan documents in our cloud-based document manager.
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