Consolidate old plans. Prep your new benefits.
Handle legacy accounts before day one.
Thirty minutes with a fiduciary beats weeks of back-and-forth email chains.
- Locate any straggler retirement accounts
- Align new benefit elections with your goals
- Clarify rollovers vs. in-plan conversions
Grab a time this week—most teams finish their action plan in a single session.
Sessions include compliance-ready notes.
Questions we answer
Do you give investment advice?
We give fiduciary guidance and menu education. For allocation advice we connect you to a specialist.
Is the review really free?
Yes. The 30-minute review is complimentary. Follow-up guidance is offered separately if needed.
Will I get a follow-up summary?
Yes, you’ll receive a compliance-ready summary with action items and contact information.
What teams say
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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
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"Clear, fast answers. We consolidated accounts and documented everything for compliance."
— Leah T., Operations Lead, Healthcare startup
Security-first handling
Intake runs on encrypted forms, and we never request sensitive identifiers unless absolutely required.
- SOC 2 aligned storage with auto-expiring document access.
- No account numbers collected unless you explicitly provide them.
- We purge uploads after summaries are delivered to the client.
Compliance note
ERISA-aligned summaries provided post-session.
What you leave the session with
Every consult includes a documented package you can forward internally within minutes.
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Compliance-ready recap
A serialized PDF with timestamped notes, responsible parties, and supporting references.
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Resource links
Private folder of checklists and templates referenced during your session.
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Follow-up timeline
Calendar-ready schedule aligned to payroll cycles and HR checkpoints.