Bring every stray 401(k) into focus in one session
Fast, fiduciary guidance for new hires and relocations.
Thirty minutes with a fiduciary beats weeks of back-and-forth email chains.
- Prep paperwork before your HR meeting
- Translate employer benefit jargon into clear next steps
- Locate any straggler retirement accounts
Book now and show up with statements; we'll supply the rest.
Your information stays confidential.
Blueprint for consolidating old accounts
We keep the process short, documented, and compliant for HR and finance teams.
Four focused phases, typically wrapped inside a single onboarding sprint.
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Discovery
Locate every legacy 401(k), 403(b), and deferred comp account.
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Decision
Compare rollover options and choose the receiving plan.
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Execution
Coordinate custodian paperwork and verify transfers complete.
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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.
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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 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
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.