A family of solutions to help ensure compliance
We’ll help tie all your compliance obligations together under one roof so nothing falls through the cracks
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PlanTraq℠
Governance, risk management and compliance solutions for group benefits plans
ESSENTIALS
track the basic group benefitcompliance requirementsall employers need
$30per month(billed annually)
PLUS
Consultant-led compliancerisk assessment and follow-upto assess compliance deficiencies,offer remedies, and track on-going annual progress
$84per month(billed annually)
PREMIER
Adds preparation of applicablegroup benefit Plan Document/SPD(s)and Form 5500(s) along with quarterly project reviews.
$172per month(billed annually)
* Discounts available. Ask your broker, consultant, or service provider if they are a ComplianceBug Partner.
Compare editions and features
- Ensure Deadlines are Met
Annual Compliance Calendar Project/Task Management Tools Add Additional Users Delegate Tasks Emailed Reminders - Audit/Lawsuit Preparedness
Logic Based Risk Assessment Compliance Scorecard℠ C-Suite & Fiduciary Reporting Maintain Logs & Notes Document Retention - Education & Resources
Model Notices & Materials How-to Guides - Annual Compliance Support
Assessment of risk Project prioritization meeting Compliance project reviews Plan Doc/SPD Preparation Form 5500 Preparation & Filing Specialized advice & consulting
ESSENTIALS
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basic
basic
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basic
basic
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PLUS
advanced
advanced
basic
advanced
consultant led
consultant led
at mid-year
available
available
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PREMIER
advanced
advanced
advanced
advanced
consultant led
consultant led
quarterly
included
included
available