Consolidation support that delivers
Did you know that the average rollover into a retirement plan with John Hancock is nearly $14,000 higher¹ when one of our consolidation specialists is involved? Let us help you grow your assets and your business.
Choose the support that fits your business model
We’ll be involved in the consolidation process as much or as little as you want us to be.
1 Do it for you
We handle every aspect of the rollover, from the initial conversation with participants to the paperwork.
2 Do it together
You help participants make an informed decision. We assist them with their rollover submission.
3 Do it on your own
You educate participants and assist with their rollovers. We provide you with the communication materials and required forms, as needed.
Have a client moving their retirement plan to John Hancock?
We can coordinate participant rollovers collectively as a group, if permitted by the plan’s prior provider.
Assist with participant communications that explain the transition and rollover options
Engage participants throughout the process, and monitor the status of their rollovers
Allocate rollover proceeds with and without loans to their respective accounts
Have a client going through a merger or acquisition?
We can help coordinate and manage participant rollovers from the acquired plan.
Create a rollover strategy that encompasses rollovers with and without loans, if applicable
Implement and communicate the rollover strategy for your client’s plan and their participants
Assist participants on a personal level by guiding them through the rollover process
Have a client who's outgrown their SIMPLE IRA?
We can help make the transition to a 401(k) as simple as possible for you, your clients, and their participants.
Assist with the complexities of moving from a SIMPLE IRA to a 401(k)
Create SIMPLE IRA rollover packets to help expedite participant rollovers
Guide participants through the paperwork submission process
1 John Hancock Personal Financial Services, LLC (JHPFS), Signature Consolidation Services for 2022: $44,964 assisted, $31,242 unassisted.
THIS MATERIAL IS INTENED FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.
MGS-P 457269-GE 06/23- 457269