After ComplianceBug completes the preparation of your annual Form 5500, you’ll receive an email notification letting you know you can electronically review the DRAFT preparation and/or file the COMPLETED return(s) directly with the Employee Benefits Security Agency (EBSA) via our EFAST2 connection to the Department of Labor (DOL). To access […]
Manage & Complete Tasks
One of the most powerful features of your ComplianceBug account is its project management capabilities. After completing a risk assessment, the Compliance Scorecard will prepare a customized list of specific tasks that your organization should tackle to ensure it’s meeting it’s compliance requirements. Each activity can be clicked to reveal […]
Review Emailed Compliance Reports/Reminders
Depending on how often you’ve elected to receive your compliance reminders, these will be sent straight to your email account at the beginning of each week, month or quarter. These emails provide you a quick summary of the compliance requirements for your organization. If you have any past-due compliance activities, we’ll […]
Completing a Risk Assessment
Understanding how much (or how little) your organization complies with federal laws begins with completing a risk assessment. Additionally, as your organization and laws change periodically, retaking an assessment becomes an important part of meeting your fiduciary obligation. To start a risk assessment Click the link labeled “SHOW ME HOW” next […]
Delegate an activity (task) to someone else
Once a Manager or Reviewer has completed the initial compliance risk assessment for your account, compliance activities can be delegated by them to another user you’ve added to your account. Step 1 Select any Activity from your Compliance Scorecard℠ to access it’s detail information. Step 2 Using the Update Task […]
How do I change my password?
Step 1: Along the left navigation column, choose the Manage My Profile link under the Account Settings section. Step 2: Within the section titled Update Your Email Address and/or Password, enter in your new password following the system requirements as described (e.g., minimum number characters, upper/lower case, etc.).
How to add (or renew) a service/subscription
To add (or renew) a service or an annual subscription, you must be logged in as the Manager account (or navigate to the employer from a ComplianceBug Partner account). Once logged in, complete the following steps: Step 1 Choose ADD NEW SERVICE from the menu choices on the left navigation […]
Change how often I receive email reminders
By default, users are setup to receive Weekly system notifications from the ComplianceBug system. Users can choose to change how often this automatic notifications are sent to either Weekly, Monthly or Quarterly. While not recommended, you can turn off system generated notifications using the NONE option. To change how often you […]
Add Additional Users
One of the most powerful functions of your Compliance Scorecard℠ is the ability to add additional users to help you manage and maintain your compliance obligations. Users are assigned specific roles within an account: Manager – the main user of the account. The Manager role is assigned by default to […]
