A 30-minute clean-up for retirement loose ends
Handle legacy accounts before day one.
Thirty minutes with a fiduciary beats weeks of back-and-forth email chains.
- Translate employer benefit jargon into clear next steps
- Prep paperwork before your HR meeting
- Align new benefit elections with your goals
Book now and show up with statements; we'll supply the rest.
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.
Four focused phases, typically wrapped inside a single onboarding sprint.
-
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.
Where we focus during your session
We adapt the agenda to your onboarding milestone so we can resolve the right blockers fast.
-
Legacy account triage
Audit every orphaned plan and confirm balances before they disappear into old provider portals.
-
Election decisions
Clarify benefit choices and retirement elections so HR receives a complete, compliant submission.
-
Payroll coordination
Map contribution changes to payroll cycles so you avoid duplicate deductions and missed matches.
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
-
"Clear, fast answers. We consolidated accounts and documented everything for compliance."
— Leah T., Operations Lead, Healthcare startup
-
"They knew every HR system we use. I walked away with next steps and template emails."
— Miguel A., People Ops, Regional bank
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.
What you leave the session with
Every consult includes a documented package you can forward internally within minutes.
-
Compliance-ready recap
A serialized PDF with timestamped notes, responsible parties, and supporting references.
-
Resource links
Private folder of checklists and templates referenced during your session.
-
Follow-up timeline
Calendar-ready schedule aligned to payroll cycles and HR checkpoints.