Bring every stray 401(k) into focus in one session
Concise, compliant, and human advice.
We translate policy jargon into decisions, prep rollover paperwork, and leave you with a summary your leadership team can sign off on.
- Locate any straggler retirement accounts
- Translate employer benefit jargon into clear next steps
- Document action items for compliance and follow-up
Scheduling early lets us coordinate with your HR partner and prepare the follow-up documentation they expect.
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Where we focus during your session
We adapt the agenda to your onboarding milestone so we can resolve the right blockers fast.
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Legacy account triage
Audit every orphaned plan and confirm balances before they disappear into old provider portals.
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Election decisions
Clarify benefit choices and retirement elections so HR receives a complete, compliant submission.
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Payroll coordination
Map contribution changes to payroll cycles so you avoid duplicate deductions and missed matches.
Compliance checklist we’ll complete together
Expect us to check these boxes live so no regulator—or HR director—is caught off guard later.
- Confirm fiduciary and custodian details for every legacy account
- Document beneficiary designations and required updates
- Record contribution elections plus their payroll effective dates
- Assign follow-up owners with target completion windows
Questions we answer
What areas do you cover?
Sessions are delivered virtually across the US with state-specific guidance where required.
Can we talk about my spouse's benefits?
We can outline coordination options and help you prepare questions for their HR team.
Do you give investment advice?
We give fiduciary guidance and menu education. For allocation advice we connect you to a specialist.
Who will I meet with?
You'll meet directly with a licensed fiduciary consultant who specializes in onboarding reviews.
Prep materials
Post-session deliverables
We keep momentum after the call by sending this bundle before the next business day.
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Action tracker
Shared checklist with statuses for each rollover, election, and compliance obligation.
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Regulatory log
Audit-ready record formatted for ERISA or state documentation requests.
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Stakeholder summary
Email-ready digest you can send to HR, leadership, or outside advisors.