Fast-start benefit coaching for new hires
Your 30-minute benefits triage starts here.
In one structured consult we inventory every legacy account, align your new benefits, and capture compliance notes you can hand straight to HR.
- Align new benefit elections with your goals
- Clarify rollovers vs. in-plan conversions
- Prep paperwork before your HR meeting
Pick the slot that fits your first-paycheck window and we’ll tailor the session to that timeline.
No marketing cookies or tracking pixels.
Compliance checklist we’ll complete together
Expect us to check these boxes live so no regulator—or HR director—is caught off guard later.
- Confirm fiduciary and custodian details for every legacy account
- Document beneficiary designations and required updates
- Record contribution elections plus their payroll effective dates
- Assign follow-up owners with target completion windows
What teams say
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"The review helped me track two dormant 401(k)s within a week."
— Jordan M., HR Director, Logistics firm, NH
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"They knew every HR system we use. I walked away with next steps and template emails."
— Miguel A., People Ops, Regional bank
Compliance-ready every session
We document every recommendation, include citations, and maintain an auditable manifest for your records.
- Session notes align with ERISA and state requirements.
- Secure transcript + action items delivered within 24 hours.
- We retain manifests so you can prove what was shared and when.
Compliance note
Licensed in MA, NH, and ME. Multi-state consults available.
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.