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
comprehensive, self-directedrisk assessment to quantify liability, offer remedies, and trackon-going annual progress
$40per month(billed quarterly)
PREMIER
everything in 'Plus'being consultant-ledwith quarterly follow-up to ensuregoals are being met
$50per month(billed quarterly)
* Discounts available. Ask your broker, consultant, or service provider if they are a ComplianceBug Partner.
Compare editions and features
- Annual Compliance Support
Assessment of risk Project prioritization meeting Compliance project reviews Plan Doc/SPD Preparation Form 5500 Preparation & Filing Specialized advice & consulting - Audit/Lawsuit Preparedness
Logic Based Risk Assessment Compliance Scorecard℠ C-Suite & Fiduciary Reporting Maintain Logs & Notes Document Retention - Ensure Deadlines are Met
Annual Compliance Calendar Project/Task Management Tools Add Additional Users Delegate Tasks Emailed Reminders - Education & Resources
Model Notices & Materials How-to Guides
ESSENTIALS
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basic
basic
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-
-
basic
basic
PLUS
self directed
self directed
available
available
available
-
advanced
advanced
basic
advanced
PREMIER
consultant led
consultant led
quarterly
available
available
available
advanced
advanced
advanced
advanced


