Resources
ComplianceDashboard Resources
Explore tools and checklists to make compliance simpler.
CHECKLIST
Fiduciary Checklist for Group Health Plans
This checklist is for fiduciaries designed with HIPAA, ERISA, and CAA regulations in mind.
FLYER
CHECKLIST
POSTER
HIPAA Pitfalls: Do This, Not That!
5 quick tips for staying HIPAA compliant during busy seasons. Great to hang in a common area!
FLYER
CHECKLIST
HIPAA Annual Checklist
So much can happen in a year - review your HIPAA materials annually!
CHECKLIST
What to Expect from a DOL Audit
Prepare before a DOLS with this step-by-step checklist.
GUIDE
CHECKLIST
CHART
What Happens When You Change Funding
When plan funding changes, so do compliance responsibilities.
CASE STUDY
The Richards Group Case Study
How one of our rockstar partners used The Dashboard in a DOL investigation.