Consolidate old plans. Prep your new benefits.

Fast, fiduciary guidance for new hires and relocations.

We translate policy jargon into decisions, prep rollover paperwork, and leave you with a summary your leadership team can sign off on.

Choose a time that aligns with your onboarding checkpoints so we can map tasks against payroll and HR milestones.

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Core deliverables inside thirty minutes

Each consult closes with these foundations covered—unless you direct us to stay longer on a unique edge case.

Account inventory

Receive a shareable record of every account number, custodian, and next step assigned.
Compliance signals

Flag notices, signatures, and fiduciary follow-ups before they become audit findings.
Resource bundle

Leave with hand-picked PDFs and templates customized to your onboarding timeline.

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.

What areas do you cover?

Sessions are delivered virtually across the US with state-specific guidance where required.

Registered fiduciary with national virtual coverage.

Every consult includes a documented package you can forward internally within minutes.

Compliance-ready recap
A serialized PDF with timestamped notes, responsible parties, and supporting references.
Resource links
Private folder of checklists and templates referenced during your session.
Follow-up timeline
Calendar-ready schedule aligned to payroll cycles and HR checkpoints.