A 30-minute clean-up for retirement loose ends
Your 30-minute benefits triage starts here.
Expect a guided walkthrough: from account discovery to contribution targets, we wrap with resources tailored to your onboarding timeline.
- Locate any straggler retirement accounts
- Document action items for compliance and follow-up
- Get a plain-language view of every account
Scheduling early lets us coordinate with your HR partner and prepare the follow-up documentation they expect.
We only use your details to follow up on your request.
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 do I need to bring?
Recent benefit statements, any rollover info, and a list of accounts you're unsure about.
Will I get a follow-up summary?
Yes, you’ll receive a compliance-ready summary with action items and contact information.
Is the review really free?
Yes. The 30-minute review is complimentary. Follow-up guidance is offered separately if needed.
Prep materials
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
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.