We want to see your clients succeed with compliance. We give 401(k) fiduciaries a process to help them understand, organize, track, and complete the compliance responsibilities associated with the retirement plans they sponsor.
The dashboard contains only relevant fiduciary information.
Plan requirements are organized together in one calendar, so it’s easy to keep track of activities.
When it’s time to complete an activity, a notification is delivered straight to the client’s inbox.
Record activity, generate on-demand reports, and store documents for internal management or audit purposes.
Email our business development team or call
877-328-7880, ext. 125
to learn more