Quick review of previous-employer accounts
Handle legacy accounts before day one.
Book a focused working session and leave with a prioritized checklist to execute right away.
- Get a plain-language view of every account
- Organize beneficiaries and contribution settings
- Prep paperwork before your HR meeting
Reserve your slot before orientation to stay ahead of compliance deadlines.
We only use your details to follow up on your request.
Where we focus during your session
We adapt the agenda to your onboarding milestone so we can resolve the right blockers fast.
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Legacy account triage
Audit every orphaned plan and confirm balances before they disappear into old provider portals.
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Election decisions
Clarify benefit choices and retirement elections so HR receives a complete, compliant submission.
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Payroll coordination
Map contribution changes to payroll cycles so you avoid duplicate deductions and missed matches.
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.
Compliance note
Licensed in MA, NH, and ME. Multi-state consults available.