Questionnaire Demographics

Compliancedashboard  is a turnkey compliance solution that helps employers understand their compliance obligations by giving them the information they need, when they need it. It helps employers fulfill their compliance duties through an interactive email and follow-up system that monitors the progress of each compliance activity.  Compliancedashboard covers the Federal laws that govern an employer’s health & welfare or 401(k) benefit plans.

————————————————————————————-

The answers provided in the questionnaire will be used by Compliancedashboard to customize its services and provide material relevant to an individual plan sponsor (employer).  Compliancedashboard will rely on the answers to the questions below to establish a compliance calendar and provide compliance reminders for the employer.

Compliancedashboard is accessible through the latest, supported version of your preferred browser.

Health & Welfare

The following is an overview of the plan and employer demographic information that will be required to complete the Health & Welfare setup questionnaire:

• Company Name
• Employer Type
  • Private Sector
  • Nonfederal Government
  • Church
  • Number of Full-Time and Part-Time Employees
• Plan Funding
• Plan Anniversary Date
• Subject to COBRA
• Access to PHI
• Contributions Made through Cafeteria Plan
• Number of Employee Plan Participants
• Established Trust
• Grandfathered Status
• Plan Coverage
  • Prescription Drug
  • Mental Health and Substance Abuse
  • Maternity
  • Health Flexible Spending Account
  • Health Reimbursement Arrangement
  • Health Savings Account
  • Access to On-Site Clinics
  • Retiree
• User Information
  • First and Last Name
  • Email Address
  • Define User View

401(k)

The following is an overview of the plan and employer demographic information that will be required to complete the 401(k) setup questionnaire:

• Company Name
• Employer Type
  • Private Sector
  • Nonfederal Government
  • Church
• Plan Anniversary Date
• Payroll Deferral Deposit Reminders
  • Weekly or Bi-Weekly Payroll (Every Friday or Every Other Friday)
  • Monthly or Bi-Monthly Payroll (1st or 15th of the Month)
• Plan Document
  • Pre-Approved
  • Individually Designed, with Plan Cycle
• Traditional or Safe Harbor Plan
• Who Performs Nondiscrimination Testing
• Automatic Enrollment
• QDIAs
• Participant Directed
• User Information
  • First and Last Name
  • Email Address
  • Define User View