Quick review of previous-employer accounts
Handle legacy accounts before day one.
Bring your statements—we'll triage the mess and flag what actually needs attention.
- Locate any straggler retirement accounts
- Align new benefit elections with your goals
- Clarify rollovers vs. in-plan conversions
Grab a time this week—most teams finish their action plan in a single session.
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.
What teams say
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"Our new hires love the clarity—it's now part of our standard onboarding packet."
— Priya S., People Ops, Fintech team
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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