What’s New in 2.0 for Benefit Administrators?

This page provides a review of new features and options in Compliancedashboard 2.0.  Click on a subject link below or press “Ctr F” to search the entire page. Click here to see what is new for HR Manager users.

Easily Identify Compliance Tasks

Convenient Dashboard Search

Compliance Blog

Dashboard Filters

Manage Notifications – View Emails

Manager Notifications – Change Email Interval

Update User Information

Compliance Activity Web Page

Blended User Role: Benefit Administrator & HR Manager




To simplify your work, we have boiled down compliance into its core components and labeled them with icons so that you can see – at a glance – what you have to do to complete the activity.Whether it is:

  • Distributing a notice to participants
  • Verifying that certain information is disclosed;
  • Reporting information to the government;
  • Understanding a required practice or procedure; or,
  • Reviewing reference material

These icons are used throughout the dashboard as an easy guide for understanding your obligations.




Although the main dashboard has a new look, you can still:

  • Perform a quick search on a topic
  • Look-up information by its compliance area
  • Easily access the many file resources you have at your disposal.
Dashboard Search




Compliance Blog An important new addition to the dashboard is the Compliance Blog.You should note that a compliance activity listed on the dashboard describes requirements established by final laws and regulations.

The compliance blog is a resource that will keep you up to date with the latest news, such as interim or proposed regulations under health care reform.

Compliance headlines are shown on the dashboard where you can click through to read the full story.

You can also subscribe to the blog and receive an email notification whenever the blog is updated.




Dashboard Filter
As before, all of your compliance activities are spread throughout your plan year; however, you can now filter what is displayed on your dashboard. Click on the filter button and select the type of activities you wish to see.




View Email
Dashboard 2.0 gives you the ability to manage your email reminders. First of all, you can view the email for a specific activity by clicking on the magnifying glass next to the distribution date.



Email Messages
To view all of the emails you have received, click on the “messages” tab.You can also narrow down this list by specifying a date range.



Click on an email name to see the email text.


ERISA is the comprehensive federal law that regulates health & welfare plans. This compliance activity provides an ERISA Introduction, illustrating an employer’s various roles and responsibilities under this law.


As part of an ongoing compliance review of your plan, you will be asked to verify that you have reviewed these requirements. You will also have the option of pending the activity until a later date.

Click Here to

View this Activity

As you can see, these emails have a new look and contain the activity icon so you know right away what is required.



MANAGE NOTIFICATIONS – Change Email Interval

If you prefer to receive fewer emails, you can specify how often the system sends you an email. Click on the “My Accounts” menu tab at the top of the page and scroll down down to “Notification Interval.”

By selecting an option other than “

For every activity” you will receive one email that lists all the notifications and reminders for that period.

Manage Notifications




On the same “My Account” page, you can update your user information and also change your password.




The compliance activity web page gives you a concise overview of the compliance requirement and any tools or information that may be required to complete it.

What To Do and When To Do It

Compliance Activity
With Dashboard 2.0, the first thing that now appears on this page is the compliance activity icon and any deadline there may be for completing the requirement. So you know right away what you have to do and when you have to do it.


Pend Activities

If you decide you want to complete the activity at a later date, the new version gives you the ability to “Pend” the activity.Simply click the Pend button and specify a new date.

The system will then send you an email on that date reminding you to complete the activity.


Customize Content

Company Content
Another feature of Dashboard 2.0 is that we can customize the content on each web page for your company. For example, you may want to communicate specific instructions or information about this requirement, or use your own forms or notices. We can also customize dates and instructions to match your company’s needs. We recommend that you work with your advisor to determine how you might want to adapt the dashboard to make compliance easier for you or your staff.




Compliancedashboard 2.0 can combine the functionality of the Benefit Administrator and HR Manager user roles into a single login. That means if you are the single user at your company you no longer have to maintain two separate User IDs and passwords. Going forward, you can simply use your Benefit Administrator login.

Under this blended role, you will receive emails from the dashboard when it is time to complete an activity and you will be able to act on the activity. In addition, you will also have access to the HR Manager tools and can run compliance audit reports. For more information on the tools that are available, please review the description of what’s new for HR Managers under Compliancedashboard 2.0.


Please note that your dashboard will look similar to the HR Manager’s dashboard. Simply click on an activity name to see your full status for that activity. To complete the activity, click on the “View Activity” link next to the activity name. You can also access the activity by clicking on the link in the email reminder you will receive when the activity is due to be completed.

Additional Users

You also have the option of adding additional Benefit Administrator users and assigning them specific compliance tasks. Why is this helpful? Because some activities may only be handled by one person in your company.

For example, you may be responsible for completing most of the compliance activities; however, someone else in your company may be responsible for one or two items, such as filing the Form 5500 or Reporting information to the Centers for Medicare and Medicaid Services. In this case, you can select who should complete the various activities that are assigned to your company.

To assign these tasks, click on “Tools” and then “Manage Activity Permissions.” By default, all users will be assigned all activities. You must uncheck any activities that do not apply to a user.