Webinars
Join us!
Join us to learn more about our solutions and dig deeper into compliance topics. Whether you’re an employer or an advisor, there is a webinar for you!
Step into the Compliance Success Lab – a year-long webinar series designed to help you decode employee benefits compliance and accelerate your career growth.
Led by Brooke Salazar, Senior Director of Compliance at ComplianceDashboard, each 30-minute session is power-packed with the tools and insights you need to tackle compliance with precision and confidence.
Every third Wednesday of the month!
Stay for 15 minutes after the webinar for Q&A or just to commiserate with fellow HR and benefits peers!
Looking for a customized compliance solution for your clients? Join us to see The Dashboard in action!
During this webinar, we’ll discuss:
- Features and customizations available to your clients
- Ways you can adapt The Dashboard to fit your agency’s unique product
- How to use The Dashboard to win new business and retain existing business
- Basics of our simple implementation & rollout process
This training is intended for advisers interested in learning more about how to offer The Dashboard to their clients.
Ready to dig into The Dashboard? Join us for a quick 30-min webinar to jumpstart your compliance efforts!
During this quick training, we will cover how to:
- Track your compliance responsibilities
- Document your work to be prepared for an audit
- Find the info you need to solve compliance headaches
- Customize your Dashboard to best fit your team’s workflow
This training is perfect for new Dashboard users, as well as long-time users who would like a refresher on the newest Dashboard features.
Looking for a complete HIPAA compliance solution? Let us show you how HIPAA10 can help make the enormous task of HIPAA compliance less overwhelming.
In this webinar, we’ll cover:
- HIPAA10’s action-oriented approach to compliance
- Who needs HIPAA10
- How HIPAA10 walks plan sponsors through the entire compliance process, including policy creation and staff training
This training is intended for advisers and employers not yet using HIPAA10.
Ready to start tackling HIPAA compliance with HIPAA10?
During this training, we’ll cover how HIPAA10 tackles HIPAA compliance in just 10 steps, including:
Creating customized Privacy and Security policies
Training staff with access to PHI
- Conducting a Risk Analysis
- and more!
This training is perfect for new HIPAA10 users, as well as long-time users who would like a refresher.
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