Employer Setup Questionnaire


ComplianceDashboard and this questionnaire are accessible through the latest, supported version of your preferred browser.
The answers provided in the following Employer Demographics 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 to this employer.

An overview of the employer requested information can be found here.

There are four sections to this questionnaire:
Section 1: Build and Define Employer
Section 2: Build and Define Benefit Plan(s)
Section 3: Build and Define User(s)
Section 4: Getting Started

STEP 1: START NOW >>

ComplianceDashboard and this questionnaire are accessible through the latest, supported version of your preferred browser. Please note, IE8 is not a supported version of Internet Explorer and is not compatible with ComplianceDashboard.

An overview of the employer information that will be needed to complete this questionnaire can be found here.

Contact Information

Build Employer

This section will ask for basic company information.

Enter the employer name. This should be the company that sponsors the group benefit plan(s).
Enter the employer/company address.
Enter the employer/company phone number.
This can be an estimate. Full-time employees and part-time employees each count as one. Please note that you may be asked for additional employer size information later in the questionnaire.

Click Next below to Build and Define Benefit Plan(s)