Get onboarding answers before your first paycheck
Retirement clarity for every career pivot.
In one structured consult we inventory every legacy account, align your new benefits, and capture compliance notes you can hand straight to HR.
- Prep paperwork before your HR meeting
- Translate employer benefit jargon into clear next steps
- Align new benefit elections with your goals
Pick the slot that fits your first-paycheck window and we’ll tailor the session to that timeline.
We only use your details to follow up on your request.
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.
Core deliverables inside thirty minutes
Each consult closes with these foundations covered—unless you direct us to stay longer on a unique edge case.
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Account inventory
Receive a shareable record of every account number, custodian, and next step assigned.
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Compliance signals
Flag notices, signatures, and fiduciary follow-ups before they become audit findings.
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Resource bundle
Leave with hand-picked PDFs and templates customized to your onboarding timeline.
What to prep before we meet
Bring these details so we can move quickly and document the session in one pass.
- Latest statements or rollover packets from previous employers
- Notes on any pending HR deadlines or payroll cutoff dates
- Contact info for providers we may coordinate with after the call
- Questions from leadership or a partner you want addressed
Questions we answer
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.
Is the review really free?
Yes. The 30-minute review is complimentary. Follow-up guidance is offered separately if needed.
What do I need to bring?
Recent benefit statements, any rollover info, and a list of accounts you're unsure about.
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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"The review helped me track two dormant 401(k)s within a week."
— Jordan M., HR Director, Logistics firm, NH
Prep materials
Built for busy HR teams
We keep the entire workflow async-friendly, so you can approve documentation without chasing inbox threads.
- Calendly reminders nudge stakeholders ahead of time.
- Every PDF resource is brand-matched for easy distribution.
- We surface blockers fast with summary emails to HR partners.
Compliance note
Licensed in MA, NH, and ME. Multi-state consults available.
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.