Bring every stray 401(k) into focus in one session
Where onboarding questions meet clear answers.
Expect a guided walkthrough: from account discovery to contribution targets, we wrap with resources tailored to your onboarding timeline.
- Prep paperwork before your HR meeting
- Get a plain-language view of every account
- Document action items for compliance and follow-up
Scheduling early lets us coordinate with your HR partner and prepare the follow-up documentation they expect.
Your information stays confidential.
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
What teams say
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"Clear, fast answers. We consolidated accounts and documented everything for compliance."
— Leah T., Operations Lead, Healthcare startup
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"The review helped me track two dormant 401(k)s within a week."
— Jordan M., HR Director, Logistics firm, NH