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End-to-end benefits compliance

Get peace of mind with tools that automate, simplify and ensure compliance for ACA, COBRA and company-specific benefits rules

How We Help You Ensure Compliance

We’ll automate and manage federal and state healthcare compliance, including employee measurement, employer reporting and filing, and 1095 form distribution to employees.


Simplify COBRA administration and compliance with tools and services that handle COBRA enrollment, documentation, communication and payment collection for you.

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Targeted Segmentation

Calculate employee and employer contributions to premiums, and automatically transmit deductions to your payroll system for accurate processing.


Automate the eligibility verification process with AI-based tech that instantly reviews and approves employee documents, according to your eligibility rules and preferred enrollment workflows.

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Configure benefits for complex organizational structures and employee groups, including business rules for waiting periods, coverages, age restrictions and EOI.

Keep sensitive employee information protected and secure – including social security number and other personal, identifiable health information – with HIPAA safeguards and protocol built right into the system.
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We have a lot of different populations with varied and specific needs from an ACA compliance aspect, and when audits occur now, we can turn the information around for the IRS in an instant.

HR and Benefits Manager, BrandSafway

Even with as complicated as our business tends to be, PlanSource has the flexibility to automate our defined contribution program and the different benefits and eligibility rules we have for different employee groups. It would be impossible with paper.

Senior Benefits Manager, Entertainment Partners

We feel very safe with compliance now. PlanSource helps us track hours and make sure we’re offering benefits to those that are eligible at an affordable cost. The data we need is right there in front of us when we need it.

Benefits Coordinator, IronRoad

PlanSource is flexible and configurable enough to meet the unique regulations in Hawaii and California (different plans, cost contributions, messaging). We also configured a declination survey, so employees could complete the required Hawaii DOL form right within PlanSource.

Assistant Vice President, USI

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A Complete Solution for ACA Compliance
Keeping up with complex and changing ACA requirements is a huge administrative burden for already over-extended HR teams. PlanSource helps ensure federal and state healthcare compliance with end-to-end automation for ACA measurement, form distribution and reporting to give your team peace of mind and lots of time back in their day.
hours from payroll
administrator of eligibility changes
employees for eligibility and affordability
forms 1094-C and 1095-C
forms to employees
forms to the IRS and state agencies
Serious About Platform and Data Security
Our customers and partners entrust us with highly sensitive employee, healthcare and business data. We safeguard this information in every possible way, with industry-leading standards in place to ensure the accuracy, security and continuity of this data and the certifications to back it up.
We were able to roll out some pretty complex customizations and automated workflows to handle COVID-19 impacts. PlanSource is a super dynamic system, and honestly, I don’t know how we would have done this without technology.

Senior Benefits Manager, Entertainment Partners

Reduction in total HR team admin time/effort
Decrease in employer premium costs 
17x ROI

With DependentIQ instant eligibility verification

5 hours
HR time saved per employee per year
Ready to See Results Like These?

2021 ACA Compliance Updates

Watch this informative, on-demand ACA crash course for the latest ACA updates, reporting requirements and compliance tools HR Leaders need to be aware of in 2021.

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Customer Success Story: BrandSafway
See how global industrial provider BrandSafway implemented end-to-end benefits automation and efficiency with PlanSource, reducing months-long ben admin tasks to just minutes while improving companywide reporting.

Product Demo: DependentIQ

See how easy ongoing dependent eligibility verification can be with real-time, AI-powered technology in DependentIQ!

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All Resources
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
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