It's about time
Helping employees make the most of your retirement plan with our proactive participant engagement program
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Enrollment
Encouraging noncontributors to start participating in your retirement plan
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Onboarding
Educating participants about available plan benefits during their first year of saving
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Financial well-being
Guiding participants with personalized financial wellness and retirement planning
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Retirement readiness
Supporting participants who've changed jobs or retired
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View our welcome emailWelcome and online account registration
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View our consolidations emailCombining retirement accounts2
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View our personalized strategy emailPersonalizing their strategy with our retirement planner3
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View the participant advice awareness email View the "how to learn more" email View the advice reminder emailGetting personalized retirement advice4
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Quarterly highlights
Every participant receives our quarterly highlights, which contains age-based (over and under age 50) financial wellness and retirement planning articles and retirement readiness articles supporting participants who've changed jobs or retired.
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Targeted outreach1
We send personalized emails to help:
- Low and average contributors get their retirement goals on track
- Preretirees (age 50+) achieve retirement balance
- Participants understand the benefits of available plan features
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Prepackaged advocacy campaigns
Rounding out our outreach are prepackaged advocacy campaigns that you can integrate into your internal communication channels to help reinforce the messaging.
First-quarter 2022—resolutions that make an impact
The start of the new year is the perfect time for participants to resolve to improve their financial health.
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Q1 highlights
January
1/25/22–2/18/22
Quarterly highlights
Reviewing their retirement strategy, setting goals for 2022, and a video with tips for getting financially fit
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Breaking the cycle of stress presentation Prioritizing your health and wealth infographic Health and wealth video
February
Week of 2/21/22
Prepackaged advocacy campaign
Flyer, presentation, and more to help you promote physical and financial well-being
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Engage email Save email Plan email
March
3/11/22–3/30/22
Targeted outreach1
Nudges participants to start saving, save more, or consider personalizing their retirement strategy—based on their needs
Encourages participants with access to John Hancock Personalized Retirement Advice to see their personalized projected benefits4
Second-quarter 2022—spring forward, be future focused
Planning for future expenses today can help participants feel more confident and better prepared for tomorrow.
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Q2 highlights
April
4/26/22–5/13/22
Quarterly highlights
Saving for children’s educations, creating an estate plan, and an on-demand webinar about investing for the long term
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Estate planning basics brochure Preparing for the expected and unexpected presentation
May
Week of 5/23/22
Prepackaged advocacy campaign
Brochure and presentation to help you reinforce the importance of having a will and an estate plan
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Engage email Save email Plan email
June
6/28/22–7/8/22
Targeted outreach1
Encourages participants to start saving, save more, personalize their retirement strategy, or learn about Social Security—based on their needs
Third-quarter 2022—annual self check-in
Life happens. Financial markets fluctuate. Annual reviews help participants assess progress on their goals and make adjustments to keep moving forward.
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Q3 highlights
July
7/26/22–8/19/22
Quarterly highlights
Assessing overall well-being—financial, physical, emotional, and social—and an on-demand webinar about rate of return
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Interactive financial wellness brochure Ready-to-use open enrollment content National 401(k) Day campaign
August
Week of 8/15/22
Prepackaged advocacy campaign
Ready-to-use content for open enrollment to help you reinforce the importance of your retirement plan and its tools and resources
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Engage email Engage email (Signature plans) Save email (participants who've registered their accounts) Save email (participants who haven't registered)
September
9/13/22–9/23/22
Targeted outreach1
Encourages participants to start saving, save more, or personalize their retirement strategy—based on their needs
Fourth-quarter 2022—cybersafety and holiday spending
During the holidays, it's even more important for participants to be cyber aware when shopping online and resist the urge to splurge.
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Q4 highlights
October
10/25/22–11/18/22
Quarterly highlights
Strategies for managing debt during the holidays and an on-demand cybersafety webinar
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View invitation
November
11/29/22–12/16/22
Targeted Outreach1
Invitation to participate in our annual financial stress survey
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December
Holiday break
We believe in the power of a plan
We help participants plug into the power of your retirement plan through consistent and holistic personalized support and engagement.
Important disclosures
The content of this document is for general information only and is believed to be accurate and reliable as of the posting date, but may be subject to change. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made herein.
John Hancock Retirement Plan Services, LLC provides administrative and/or recordkeeping services to sponsors or administrators of retirement plans through an open-architecture platform. John Hancock Trust Company LLC provides trust and custodial services to such plans. Group annuity contracts and recordkeeping agreements are issued by John Hancock Life Insurance Company (U.S.A.), Boston, MA (not licensed in New York), and John Hancock Life Insurance Company of New York, Valhalla, New York. Product features and availability may differ by state. All entities do business under certain instances using the John Hancock brand name. Each entity makes available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Unless otherwise specifically stated in writing, each such company does not, and is not undertaking to, provide impartial investment advice or give advice in a fiduciary capacity. Securities are offered through John Hancock Distributors LLC, member FINRA, SIPC.
John Hancock Personal Financial Services, LLC is an SEC registered investment adviser.
John Hancock Personal Financial Services, LLC, 200 Berkeley Street, Boston, MA 02116
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