Custom Compliance Documents
EnsuredCompliance® uses a “wizard” approach to create ERISA required documents and non-discrimination tests. The wizard uses a combination of plan-specific information and plan types to deliver custom-tailored, guaranteed-compliant documents.
User Access Levels
Control the access and permissions of your users. EnsuredCompliance® contains three levels of users including: Employer, Agent & Administrator
You can quickly review your information using one of our pre-built reports or easily create a custom report. The data is easily exported to a CSV file.
Ensure your clients review and sign their documents. Send and receive email notifications for document review & approvals.
No need to print, sign and scan to complete documents. Simply have your clients utilize the electronic signature function on any device, any time.
At a glance view the documents you have in the queue and their status. Check out which documents you've created and easily start a new document.