Contact.
For research-firm correspondence, plaintiff-firm general counsel review, or institutional compliance pre-engagement review of our Editorial Standards or Sovereignty Boundary documents.
How a first conversation runs.
Routing & review
Your message is routed to the partner most aligned with the subject — counsel-track ERISA, advisor-attrition, plan-architecture, agriculture/succession, or general research. We respond within one business day.
Document exchange
For counsel and institutional compliance, we share the Editorial Standards document, the Sovereignty Boundary document, and any cluster-specific evidentiary summary relevant to your inquiry. All reviewable before any engagement discussion.
Scoped engagement
If we proceed, the engagement is scoped, signed, and executed against the public-record source set we maintain. Deliverables are time-stamped, source-anchored, and hash-chained into our append-only ledger.
Begin correspondence.
For counsel, institutional compliance, or research-firm correspondence. Document requests routed automatically based on subject.
mark@retiresmarter.aiFounder — Mark Recny.
info@retiresmarter.aiGeneral correspondence, intake, and document requests.
