Plan fiduciary governance
Document prudence, loyalty, fees, investments, conflicts, service providers, and approvals.
committee recordinvestment reviewfee analysisapproval
Work-to-proof operating intelligence
Turn fiduciary decisions, plan operations, reporting, and corrections into defensible proof.
Connect governance, investments, fees, prohibited transactions, contributions, distributions, claims, disclosures, vendors, and Form 5500.
One governed operating record
✓ Faster governed work✓ Earlier material-risk detection✓ Complete evidence lineage✓ Continuous regulatory readinessRole-specific execution
Workflows that become examination proof.
People do their actual work in Smarter. Approved outcomes, evidence receipts, and requirement status synchronize into Vigil without duplicating files or exposing restricted content.
Plan administration and reporting
Reconcile eligibility, contributions, claims, distributions, disclosures, filings, and corrections.
censuscontributionsclaimsForm 5500
Shared intelligence fabric
Every useful action improves the system—inside constitutional boundaries.
Raw work product remains workspace-private; only authorized, purpose-bound, pseudonymous reviewed outcomes may enter minimum-cohort learning.
Raw work product stays privateNo employee performance scoringMinimum cohort and human approvalNo automated regulatory decisions
SmarterEmployee Benefits
Vigil examination bridge
Operational actions become requirement-level evidence.
- ✓DOL EBSA investigationAuthority · task · evidence · result · receipt
- ✓Form 5500 reportingAuthority · task · evidence · result · receipt
- ✓SEC/FINRA investment oversightAuthority · task · evidence · result · receipt
- ✓State insurance reviewAuthority · task · evidence · result · receipt
Smarter × Vigil