Fidelity Investments: 401K Compliance Dashboard
e-Reporting and Testing
The purpose of this application was to allow small 401k administration
clients to perform the required end of plan year testing and reporting
on their 401k plans. The ability to accommodate naive and infrequent
users and educate them with respect to complex Government regulations
was critical to the success of the program.
For this application, we were allowed to start from scratch on a
design. To meet the business and reporting requirements, we created
and prototyped the front end user experience for this web based application.
This was done using simple "wire frame" designs to allow
many iterations before we needed to commit anything to final coding.