Fast-start benefit coaching for new hires
Where onboarding questions meet clear answers.
In one structured consult we inventory every legacy account, align your new benefits, and capture compliance notes you can hand straight to HR.
- Prep paperwork before your HR meeting
- Document action items for compliance and follow-up
- Locate any straggler retirement accounts
Scheduling early lets us coordinate with your HR partner and prepare the follow-up documentation they expect.
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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
Questions we answer
What areas do you cover?
Sessions are delivered virtually across the US with state-specific guidance where required.
Will I get a follow-up summary?
Yes, you’ll receive a compliance-ready summary with action items and contact information.
What do I need to bring?
Recent benefit statements, any rollover info, and a list of accounts you're unsure about.
Can we talk about my spouse's benefits?
We can outline coordination options and help you prepare questions for their HR team.
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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"Our new hires love the clarity—it's now part of our standard onboarding packet."
— Priya S., People Ops, Fintech team
Compliance note
ERISA-aligned summaries provided post-session.
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.