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.
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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:
401(k)
Shown below are the sections of the New Account Questionnaire used to create your 401-K Dashboard. In order to complete the questionnaire you will need to have ready access to the plan’s Executed Adoption Agreement, the Summary Plan Description, the Investment Policy Statement (if one exists), the ERISA Fidelity Bond and Fiduciary Liability Policy, Committee By-Laws, as well as the Service Provider Contracts. Please understand the setup questionnaire cannot be partially completed, saved and finished at a later time. You can download and print a copy of the questionnaire by clicking here!
Material contained in ComplianceDashboard is a compilation of generally published information by the Department of Labor and other public agencies regulating employee benefit plans and employee benefit issues. It is not legal advice, and should not be construed as legal advice. If legal advice or other professional assistance is or may be required with regard to any issues referenced in this website, the services of a competent legal or tax professional should be immediately sought. The inclusion of links within the ComplianceDashboard website is for informational purposes only. ComplianceDashboard does not warrant the accuracy of information outside this website that is found as a result of following links contained herein, nor does the inclusion of those links herein constitute endorsement of the content of any other website. If you have questions regarding this disclaimer, please contact us at 877-328-7880.