Does the Dashboard cover state requirements?

ComplianceDashboard tasks cover federal health and benefits law. If you would like to see a specific state law on your …

Do all the compliance tasks on the Dashboard apply to our company?

Short answer: Yes! Long answer: Tasks appear on your Dashboard based on the company and plan information that was entered …

What do the different statuses mean?

If you have multiple users for your company, the user accounts don’t sync task history within the Dashboard. This allows …

What do the icons next to each task indicate?

These icons indicate the task category: ACA HIPAA/COBRA IRS Administration Wellness Miscellaneous (for activities specific to your company) Pro Tip! …

What is a “Take Action!” task?

Take Action! tasks are compliance obligations that have specific due dates and require a specific action, such as distributing notices/disclosures …

What is a “Check It!” task?

Check It! tasks are compliance obligations that require you to review documents/procedures or to check that your company’s fiduciaries are …