Quick review of previous-employer accounts
Where onboarding questions meet clear answers.
We translate policy jargon into decisions, prep rollover paperwork, and leave you with a summary your leadership team can sign off on.
- Translate employer benefit jargon into clear next steps
- Locate any straggler retirement accounts
- Clarify rollovers vs. in-plan conversions
Pick the slot that fits your first-paycheck window and we’ll tailor the session to that timeline.
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Questions we answer
What do I need to bring?
Recent benefit statements, any rollover info, and a list of accounts you're unsure about.
Is the review really free?
Yes. The 30-minute review is complimentary. Follow-up guidance is offered separately if needed.
Can we talk about my spouse's benefits?
We can outline coordination options and help you prepare questions for their HR team.
Who will I meet with?
You'll meet directly with a licensed fiduciary consultant who specializes in onboarding reviews.
Prep materials
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.