Avoid Big Issues with Very Little Effort

“Do-It-Yourself” solutions often fall short when creating value for clients.  Our solutions apply to the largest (and smallest!) of employers by delivering immediate results and long-term value.

PlanTraq℠ with its Compliance Scorecard℠ tracks your compliance efforts. The online risk assessments determine what you’re doing well (and not so well) and generates specific to-do’s and reminders to keep you compliant.

The easy to understand calendar of compliance to-do’s are prioritized based on the level of financial liability and explain the “WHAT, WHY, WHEN and HOW” of specific tasks you need to complete to be compliant.

We’ll send you weekly, monthly and quarterly reminders to ensure nothing you or your team are required to complete fall through the cracks.

With PlanTraq℠ Premier and SmartCompli℠, get the compliance support you and your organization need from trained professionals on your organization’s HR and employee benefit related questions.

We can prepare ERISA Wrap, Section 125 Cafeteria and Premium Only Plan documents and SPD’s to your plans.

Our logic based risk assessment reduces the burden of preparing these required materials by quickly and easily learning about your organization.

Reduce the workload, cost and consolidate vendors with our comprehensive preparation and filing services.

ACA Forms 1094/1095, Form 5500’s (including delinquent filings) and all associated schedules, and extensions can be quickly and easily prepared and filed electronically with our DOL and IRS integrations.