Quick review of previous-employer accounts
Where onboarding questions meet clear answers.
In one structured consult we inventory every legacy account, align your new benefits, and capture compliance notes you can hand straight to HR.
- Clarify rollovers vs. in-plan conversions
- Get a plain-language view of every account
- Prep paperwork before your HR meeting
Scheduling early lets us coordinate with your HR partner and prepare the follow-up documentation they expect.
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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.
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Schedule
Pick a 30-minute slot that works for your onboarding timeline.
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Intake
Share prior account statements and current benefit questions.
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Review
We triage elections, rollovers, and compliance requirements live.
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Summary
Receive a compliance-ready recap and next-step checklist.
Questions we answer
Is the review really free?
Yes. The 30-minute review is complimentary. Follow-up guidance is offered separately if needed.
Who will I meet with?
You'll meet directly with a licensed fiduciary consultant who specializes in onboarding reviews.
Do you give investment advice?
We give fiduciary guidance and menu education. For allocation advice we connect you to a specialist.
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.