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Consolidation support that delivers

Did you know that the average rollover into a retirement plan with Manulife John Hancock Retirement is nearly $19,000 higher¹ when one of our consolidation specialists is involved? Let us help you grow your assets and your business.

Learn more

Three levels of support
Collective consolidations
Mergers and acquisitions
Simple IRA to 401(k)
Getting started

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 Manulife John Hancock Retirement?

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

Let's talk

Signature plans

We look forward to working with you to help your clients’ employees make the most of their retirement savings while helping you grow your business. To discuss a specific opportunity, please reach out to one of our consolidation specialists. For general assistance, please contact Kimberly King.

Steve Perillo

Pacific and Northeast
617-663-4645
sperillo@jhancock.com

Rudolph (Ruddy) Bernard

Central, Midwest, and Pacific
617-572-4281
Rudolph_Bernard@jhancock.com

Emily Glaze

Southeast and Midwest
770-828-5017
Emily_Glaze@jhancock.com

Kimberly King

Field Consultant
770-828-5019
Kimberly_King@jhancock.com

Open-architecture plans

Steve Perillo

Pacific and Northeast
617-663-4645
sperillo@jhancock.com

Rudolph (Ruddy) Bernard

Central and Midwest
617-572-4281
Rudolph_Bernard@jhancock.com

Emily Glaze

Southeast and Mid-Atlantic
770-828-5017
Emily_Glaze@jhancock.com

Kimberly King

Field Consultant
770-828-5019
Kimberly_King@jhancock.com

1 John Hancock Personal Financial Services, LLC (JHPFS), Signature Consolidation Services for 2025: $49,767 assisted, $30,620 unassisted.

Important disclosures

RO0318254322602

THIS MATERIAL IS INTENED FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.

MGS-P 45769-GE 04/25-45769

Please select based on your role

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Consolidation support that delivers

Choose the support that fits your business model

1 Do it for you

2 Do it together

3 Do it on your own

Have a client moving their retirement plan to Manulife John Hancock Retirement?

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?

Create a rollover strategy that encompasses rollovers with and without loans, if applicable

Other logins for
account holders

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