Compliance Dashboard 401k
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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.

COMPLIANCEDASHBOARD 401(k) helps FIDUCIARIES PLAN AND KNOW THEIR RESPONSIBILITIES

Customized Dashboard:

The dashboard contains only relevant fiduciary information.

Single Calendar:

Plan requirements are organized together in one calendar, so it’s easy to keep track of activities.

Email Reminders:

When it’s time to complete an activity, a notification is delivered straight to the client’s inbox.

Audit Trails:

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

877.328.7880
6110 Technology Center Dr. #500
Indianapolis, IN 46278