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
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