ERISA Fiduciary Self-Assessment
How exposed is your plan? Find out in 3 minutes.
Ten plain-English questions across five compliance domains — fiduciary governance, plan documents, claims and appeals, HIPAA privacy, and reporting and vendor oversight. No jargon, no login.
- Fiduciary governance
- Plan documents & disclosures
- Claims & appeals
- HIPAA privacy & security
- Reporting & vendor oversight
10 questions · about 3 minutes
Next step
Talk through your results with an advisor.
A 30-minute consultation turns this snapshot into a prioritized plan — which gaps to close now, and which can wait for the next plan year.