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.
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Our MissionWe 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. |
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Our VisionWe 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. |
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Our ValuesCharacter: 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.