Fiduciary Dashboard

Our turnkey platform is tailored to your needs, ensuring year-round benefits compliance. 

We are constantly striving to offer more & better value to our clients by leveraging our Experienced Team, ERISA Counsel and In-house Software Development.

Exclusive Platform Features Real-Time Compliance Updates, Print Ready Communications And More.

Our employee benefit compliance scheduler is a powerful tool designed to help TPAs, Brokers and Plan Sponsors ensure compliance with various regulations and requirements related to employee benefits. With intuitive and user-friendly interfaces, the dashboard provides a comprehensive view of your compliance status, enabling you to monitor and track compliance activities in real-time.

The technology product is customizable, allowing businesses to configure compliance workflows, set up alerts and notifications, and generate reports tailored to their needs. The platform is regularly updated to reflect the latest regulatory changes, ensuring that your organization stays ahead of the curve. With our solution, you can confidently navigate the complex landscape of employee benefit compliance, reduce compliance-related risks, and focus on running your business.

Coming Q4 2023

  • Employee Retirement Income Security Act (ERISA)
  • Consolidated Appropriations Act (CAA)
  • Affordable Care Act (ACA)
  • Consolidated Omnibus Budget Reconciliation Act (COBRA)
  • Health Insurance Portability and Accountability Act (HIPAA)
  • Family and Medical Leave Act (FMLA)
  • Americans with Disabilities Act (ADA)
  • Age Discrimination in Employment Act (ADEA)
  • Genetic Information Nondiscrimination Act (GINA)