Quick review of previous-employer accounts
Your 30-minute benefits triage starts here.
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
- Organize beneficiaries and contribution settings
- Get a plain-language view of every account
Choose a time that aligns with your onboarding checkpoints so we can map tasks against payroll and HR milestones.
We only use your details to follow up on your request.
How the onboarding review works
Every seed follows the same four-step rhythm so you always leave with action items.
We document each step with context and include links to the PDFs generated for your seed.
-
Schedule
Pick a 30-minute slot that works for your onboarding timeline.
-
Intake
Share prior account statements and current benefit questions.
-
Review
We triage elections, rollovers, and compliance requirements live.
-
Summary
Receive a compliance-ready recap and next-step checklist.
What to prep before we meet
Bring these details so we can move quickly and document the session in one pass.
- Latest statements or rollover packets from previous employers
- Notes on any pending HR deadlines or payroll cutoff dates
- Contact info for providers we may coordinate with after the call
- Questions from leadership or a partner you want addressed
Compliance-ready every session
We document every recommendation, include citations, and maintain an auditable manifest for your records.
- Session notes align with ERISA and state requirements.
- Secure transcript + action items delivered within 24 hours.
- We retain manifests so you can prove what was shared and when.
What you leave the session with
Every consult includes a documented package you can forward internally within minutes.
-
Compliance-ready recap
A serialized PDF with timestamped notes, responsible parties, and supporting references.
-
Resource links
Private folder of checklists and templates referenced during your session.
-
Follow-up timeline
Calendar-ready schedule aligned to payroll cycles and HR checkpoints.