Quick review of previous-employer accounts
Retirement clarity for every career pivot.
In one structured consult we inventory every legacy account, align your new benefits, and capture compliance notes you can hand straight to HR.
- Get a plain-language view of every account
- Document action items for compliance and follow-up
- Align new benefit elections with your goals
Pick the slot that fits your first-paycheck window and we’ll tailor the session to that timeline.
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Blueprint for consolidating old accounts
We keep the process short, documented, and compliant for HR and finance teams.
We document each step with context and include links to the PDFs generated for your seed.
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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.
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
Who will I meet with?
You'll meet directly with a licensed fiduciary consultant who specializes in onboarding reviews.
Is the review really free?
Yes. The 30-minute review is complimentary. Follow-up guidance is offered separately if needed.
Will I get a follow-up summary?
Yes, you’ll receive a compliance-ready summary with action items and contact information.
Do you give investment advice?
We give fiduciary guidance and menu education. For allocation advice we connect you to a specialist.