Quick review of previous-employer accounts
Handle legacy accounts before day one.
Thirty minutes with a fiduciary beats weeks of back-and-forth email chains.
- Document action items for compliance and follow-up
- Organize beneficiaries and contribution settings
- Prep paperwork before your HR meeting
Reserve your slot before orientation to stay ahead of compliance deadlines.
Sessions include compliance-ready notes.
How the onboarding review works
Every seed follows the same four-step rhythm so you always leave with action items.
Four focused phases, typically wrapped inside a single onboarding sprint.
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Schedule
Pick a 30-minute slot that works for your onboarding timeline.
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Intake
Share prior account statements and current benefit questions.
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Review
We triage elections, rollovers, and compliance requirements live.
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Summary
Receive a compliance-ready recap and next-step checklist.
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