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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.