Human Resources

Human Resources compliance is complex. Every missing or undelivered document is a potential risk during an audit. An automated process to manage distribution of summary-plan descriptions and related materials streamlines open enrollment.

PlanMatrix helps Human Resources and PEO to Professional Employer Organizations. Our proprietary process for validating ,and managing data anddocuments supports compliance, speeds time for delivery, and provides an audit trail proving receipt by plan participants.

About PlanMatrix

  • Minimize administrative burden on Human Resources personnel.
  • Scalable platform to address as many benefit websites as needed.
  • Consolidate documents from multiple sources and provide quality control measures
  • Reduce employee complaints about missing documents, and support a self-service culture.
  • Boost compliance with recordkeeping that is audit-ready, showing that all printed documents were delivered to each recipient.
  • Seamless integration into existing workflows.

Going Paperless?

That’s even better. Choose our electronic-delivery option to save on print costs with a system that tracks delivery, reduces undelivered emails, and flags undelivered emails for follow-up.

HR Managers

Contact our team to improve accountability and accuracy for delivering plan documents.