Fast-start benefit coaching for new hires
Handle legacy accounts before day one.
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
- Get a plain-language view of every account
- Clarify rollovers vs. in-plan conversions
Pick the slot that fits your first-paycheck window and we’ll tailor the session to that timeline.
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.
We document each step with context and include links to the PDFs generated for your seed.
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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.
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
Built for busy HR teams
We keep the entire workflow async-friendly, so you can approve documentation without chasing inbox threads.
- Calendly reminders nudge stakeholders ahead of time.
- Every PDF resource is brand-matched for easy distribution.
- We surface blockers fast with summary emails to HR partners.
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.