Fast-start benefit coaching for new hires
Concise, compliant, and human advice.
We translate policy jargon into decisions, prep rollover paperwork, and leave you with a summary your leadership team can sign off on.
- Clarify rollovers vs. in-plan conversions
- Locate any straggler retirement accounts
- Align new benefit elections with your goals
Choose a time that aligns with your onboarding checkpoints so we can map tasks against payroll and HR milestones.
Your information stays confidential.
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.
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
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 areas do you cover?
Sessions are delivered virtually across the US with state-specific guidance where required.
What do I need to bring?
Recent benefit statements, any rollover info, and a list of accounts you're unsure about.
Prep materials
Compliance note
Licensed in MA, NH, and ME. Multi-state consults available.