It's about time
Helping employees make the most of your retirement plan with our proactive participant engagement programLearn how we connect with participants
Our participant engagement program─available at no additional cost to you─delivers personalized suggestions right to your participants' inboxes to help them meet their financial goals. Throughout the year, they receive relevant emails that reflect where they are today on their path to retirement, plus individualized support timed around key events and decisions.
Encouraging noncontributors to start participating in your retirement plan
Educating participants about available plan benefits during their first year of saving
Guiding participants with personalized financial wellness and retirement planning
Supporting participants who've changed jobs or retired
Year one onboarding experience
Every new participant receives a series of emails highlighting plan features and available resources to help ensure they get off to a good start saving and make the most of your retirement plan.¹
View our welcome email
Welcome and online account registration
View our consolidations email
Combining retirement accounts2
View our personalized strategy email
Personalizing their strategy with our retirement planner3
View the participant advice awareness email View the "how to learn more" email View the advice reminder email
Getting personalized retirement advice4
We harness the power of plan data and advanced analytics to deliver targeted suggestions to your participants. Our unique approach helps promote action and can lead to higher participation rates, contribution rates, and retirement readiness scores.
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.
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
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.
Reviewing their retirement strategy, setting goals for 2022, and a video with tips for getting financially fit
Healthy living participant email template Breaking the cycle of stress presentation Prioritizing your health and wealth infographic Health and wealth video
Week of 2/21/22
Prepackaged advocacy campaign
Flyer, presentation, email template, and more to help you promote physical and financial well-being
Engage email Save email Plan email
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
Saving for children’s educations, creating an estate plan, and an on-demand webinar about investing for the long term
Estate planning basics brochure Preparing for the expected and unexpected presentation Estate planning participant email template
Week of 5/23/22
Prepackaged advocacy campaign
Brochure, presentation, and email template to help you reinforce the importance of having a will and an estate plan
Engage email Save email Plan email Social Security webinar invitation
Encourages participants to start saving, save more, personalize their retirement strategy, or learn about Social Security—based on their needs
Assessing overall well-being—financial, physical, emotional, and social—and an on-demand webinar about rate of return
Interactive financial wellness brochure Ready-to-use open enrollment content Post open enrollment participant email template National 401(k) Day campaign
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
Engage email Engage email (Signature plans) Save email (participants who've registered their accounts) Save email (partcipants who haven't registered)
Encourages participants to start saving, save more, or personalize their retirement strategy—based on their needs
Strategies for managing debt during the holidays and an on-demand cybersafety webinar
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