Get onboarding answers before your first paycheck
Concise, compliant, and human advice.
Expect a guided walkthrough: from account discovery to contribution targets, we wrap with resources tailored to your onboarding timeline.
- Organize beneficiaries and contribution settings
- Translate employer benefit jargon into clear next steps
- Clarify rollovers vs. in-plan conversions
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.
Blueprint for consolidating old accounts
We keep the process short, documented, and compliant for HR and finance teams.
We document each step with context and include links to the PDFs generated for your seed.
-
Discovery
Locate every legacy 401(k), 403(b), and deferred comp account.
-
Decision
Compare rollover options and choose the receiving plan.
-
Execution
Coordinate custodian paperwork and verify transfers complete.
-
Compliance
Archive records and send summaries to stakeholders.
Core deliverables inside thirty minutes
Each consult closes with these foundations covered—unless you direct us to stay longer on a unique edge case.
-
Account inventory
Receive a shareable record of every account number, custodian, and next step assigned.
-
Compliance signals
Flag notices, signatures, and fiduciary follow-ups before they become audit findings.
-
Resource bundle
Leave with hand-picked PDFs and templates customized to your onboarding timeline.
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
What teams say
-
"The review helped me track two dormant 401(k)s within a week."
— Jordan M., HR Director, Logistics firm, NH
-
"Our new hires love the clarity—it's now part of our standard onboarding packet."
— Priya S., People Ops, Fintech team
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.
Post-session deliverables
We keep momentum after the call by sending this bundle before the next business day.
-
Action tracker
Shared checklist with statuses for each rollover, election, and compliance obligation.
-
Regulatory log
Audit-ready record formatted for ERISA or state documentation requests.
-
Stakeholder summary
Email-ready digest you can send to HR, leadership, or outside advisors.