Bring every stray 401(k) into focus in one session
Concise, compliant, and human advice.
Thirty minutes with a fiduciary beats weeks of back-and-forth email chains.
- Document action items for compliance and follow-up
- Clarify rollovers vs. in-plan conversions
- Align new benefit elections with your goals
Grab a time this week—most teams finish their action plan in a single session.
We only use your details to follow up on your request.
What to expect in your consult
The session is structured, but flexible enough to dive into edge cases.
Four focused phases, typically wrapped inside a single onboarding sprint.
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Prep
Upload documents securely so we hit the ground running.
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Alignment
Clarify benefit elections, contribution targets, and deadlines.
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Execution
Draft emails, paperwork checklists, and follow-up tasks.
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Wrap
Receive recorded notes plus resources tailored to your situation.
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.
What areas do you cover?
Sessions are delivered virtually across the US with state-specific guidance where required.
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.
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
State tax coordination guidance available upon request.
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.