A 30-minute clean-up for retirement loose ends
Concise, compliant, and human advice.
Expect a guided walkthrough: from account discovery to contribution targets, we wrap with resources tailored to your onboarding timeline.
- Locate any straggler retirement accounts
- Prep paperwork before your HR meeting
- Organize beneficiaries and contribution settings
Scheduling early lets us coordinate with your HR partner and prepare the follow-up documentation they expect.
Sessions include compliance-ready notes.
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
Will I get a follow-up summary?
Yes, you’ll receive a compliance-ready summary with action items and contact information.
What areas do you cover?
Sessions are delivered virtually across the US with state-specific guidance where required.
Is the review really free?
Yes. The 30-minute review is complimentary. Follow-up guidance is offered separately if needed.
What teams say
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"Clear, fast answers. We consolidated accounts and documented everything for compliance."
— Leah T., Operations Lead, Healthcare startup
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"Our new hires love the clarity—it's now part of our standard onboarding packet."
— Priya S., People Ops, Fintech team
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.