About Us

Who We Are

ComplianceDashboard® is dedicated to providing valuable tools to benefit advisers and employee plan sponsors. We work with you to simplify health and 401(k) benefit regulations and to stay compliant with federal mandates.


Our Mission

We strive to provide the leadership, vision, experience, technology and support necessary to sustain long-term growth and client satisfaction at all levels. We passionately promote integrity, quality and excellent service and continue to help reduce compliance risks for our clients.

Our Vision

We aim to be the leading compliance partner by focusing on customers, employees, innovation, and efficiency. We have the know-how, the commitment and the inspiration to help you achieve your compliance obligations and goals.

Our Values

Character: It is important that the people and organizations we work with understand the spiritual and ethical foundations that shape our professional conduct. Competence: The quality of our organization is a direct reflection of our people. We believe in our people and value their experience. Commitment: In every aspect of the relationship, our clients receive our best effort.

ComplianceDashboard® is a product of ComplianceDashboard, LLC, a wholly-owned subsidiary of Capstone Benefits Group.