Step By Step
From the first form to a written summary — here's exactly what happens when we connect you with a local representative, including what the consultation call itself actually covers.
ZIP code and a few details about your 401(k) — takes about a minute.
We connect you with a local representative serving your area.
A short call to introduce themselves, confirm what you're hoping to get out of it, and schedule your consultation.
Usually 30–45 minutes, by phone or video — this is the main event, detailed below.
Your representative follows up with what they found, in writing, for you to read at your own pace.
Before anything gets looked at, your representative calls just to say hello. They'll confirm the basics you already shared, ask what's on your mind, and find a time for the consultation that works for you. Nothing is being sold here — it's scheduling, not a pitch.
This is where the work happens. Bring whatever statements you have, and your representative walks through:
You get a written summary of what your representative found and, if there's anything worth acting on, what they suggest — in plain language, not a sales script. From there it's entirely your call whether to move forward. There's no obligation at any point, and no cost to you regardless of what you decide.
None of this is required — just helpful to have on hand for the consultation itself.
Share a few details and a local representative will reach out to schedule your free 401(k) consultation — no cost, no obligation.
Get My Free Consultation Have questions first? Check the FAQ →