Get onboarding answers before your first paycheck
Retirement clarity for every career pivot.
Bring your statements—we'll triage the mess and flag what actually needs attention.
- Prep paperwork before your HR meeting
- Align new benefit elections with your goals
- Organize beneficiaries and contribution settings
Book now and show up with statements; we'll supply the rest.
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How the onboarding review works
Every seed follows the same four-step rhythm so you always leave with action items.
Four focused phases, typically wrapped inside a single onboarding sprint.
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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.
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 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
What areas do you cover?
Sessions are delivered virtually across the US with state-specific guidance where required.
Can we talk about my spouse's benefits?
We can outline coordination options and help you prepare questions for their HR team.
What do I need to bring?
Recent benefit statements, any rollover info, and a list of accounts you're unsure about.
Who will I meet with?
You'll meet directly with a licensed fiduciary consultant who specializes in onboarding reviews.
Prep materials
Post-session deliverables
We keep momentum after the call by sending this bundle before the next business day.
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Action tracker
Shared checklist with statuses for each rollover, election, and compliance obligation.
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Regulatory log
Audit-ready record formatted for ERISA or state documentation requests.
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Stakeholder summary
Email-ready digest you can send to HR, leadership, or outside advisors.