Never Miss a Benefits Compliance Deadline.

72 federal requirements. Personalized to your plan. Status reports straight to your inbox, so nothing slips through.

Monthly digest is free. Active Tracking adds twice-monthly reports and mark-done tracking.

Why This Matters

The broker isn't the plan sponsor. You are. That means the penalties land on your desk.

You're the Plan Sponsor

Under ERISA, liability sits with the employer. Your broker can help, but the DOL letter comes to you.

Penalties Add Up Fast

$2,500 per day for late SAR distribution. $2,140 per return for a late 5500. Missed PCORI? Excise tax.

The Calendar Is Bigger Than You Think

72 federal requirements apply to a typical mid-market employer. Most HR teams track a handful.

One-Person HR Isn't a Compliance Officer

You were hired to run benefits. Not to read the Federal Register every Monday morning.

What You Get

A calendar that knows your plan, not a 72-row spreadsheet you have to translate.

72 Federal Requirements28 annual deadlines and 44 recurring obligations. We track them so you don't have to.
Personalized CalendarFiltered to what actually applies to your plan. Based on group size, funding model, and plan structure.
Status ReportsMonthly digest or twice-monthly status reports with completion tracking. You pick the cadence.

How It Works

From sign-up to your first reminder in about two minutes.

STEP 1Enroll
Give us your plan structure (size, funding, benefits offered)
Takes about 2 minutes
No payment required to start
STEP 2We Filter
From 72 federal requirements down to the 15–30 that actually apply to you
Based on group size, funding model, and plan type
You see the full list with citations and due dates
STEP 3You Get Reminders
Monthly digest (free) with a 90-day lookahead
Active Tracking: twice-monthly status reports with mark-done tracking
Dashboard access so nothing slips

What's on the Calendar

Every federal requirement your plan touches. We keep an eye on all of them.

ACAERISACOBRAHIPAACAAPCORIForm 5500SARMHPAEASection 125

Start Your Calendar

Takes 2 minutes. We'll send a confirmation link to finish your plan profile.

Start Tracking Your Compliance

Enter your info below. We'll send a link to complete your plan profile and build your personalized compliance calendar.

Choose Your PlanMonthly Digest vs. Active TrackingMonthly Digest is one email on the 1st with everything due in the next 90 days — a simple heads-up, no dashboard.

Active Tracking adds a status report on the 15th, a personalized dashboard, and one-click mark-as-done so nothing slips. Both tiers are free today.
Still not sure? Grab 15 min →

No obligation. Your data stays between us.

Already enrolled? Email me my dashboard link →

Book a Compliance Review

Not sure what applies to your plan? Book 30 minutes. We'll walk your setup and tell you what's on your compliance radar, with or without enrolling.