Plans
15294
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Health & Wellness Plan

$90/month
(annual contract)
or
$999/year

  • Automated checklist based on plan demographics.
  • ACA updates.
  • Model notices/templates.
  • Activity report on demand.
  • Progress tracking and email alert system.

401(k) Plan

$100/month
(annual contract)
or
$1,149/year

  • Automated checklist based on plan demographics.
  • IRS and DOL updates.
  • Model notices/templates.
  • Activity report on demand.
  • Progress tracking and email alert system.

Best Value
Combination Plan

$160/month
(annual contract)
or
$1,850/year

  • Monitor Health & Wellness plan requirements.
  • Monitor 401(k) plan requirements.
  • Manage both modules through a single login.
  • Unlimited number of users.

Once you have chosen your platform, compliance is easy as 1,2,3.

1

Log in and view your timeline of compliance obligations for the year.

2

Receive an email notification when it’s time to complete a compliance activity. You will then be guided through a series of questions/tasks to complete the compliance.

3

After marking the task completed, the information is stored on your dashboard and accessible throughout your plan year.

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