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Learn how Retirement Advice can benefit everyone
What's in it for you? See what plan sponsors and participants can gain with Retirement Advice.
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Get answers to participant questions
Help participants understand how Retirement Advice works, from enrolling in the program to calculating their cost—and lots in between—with these FAQs.
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Add Retirement Advice to your plan today
Turn on Retirement Advice in a few simple steps with this easy-to-use guide. The process can be done entirely online.
INTENDED FOR PLAN SPONSOR AND INTERMEDIARY USE ONLY. NOT FOR USE WITH PLAN PARTICIPANTS.
Subject to plan availability. Participation in John Hancock Personalized Retirement Advice (Retirement Advice) does not guarantee investment success. Investing involves risks, including the potential loss of principal. Fees for this service are based on a tiered schedule and vary by account balance. For more information, consult the Retirement Advice investment advisory agreement. John Hancock Personal Financial Services, LLC (JHPFS), an SEC registered investment adviser and affiliate of John Hancock Retirement Plan Services LLC (JHRPS), is the investment manager of the Retirement Advice program. JHPFS has selected Morningstar Investment Management LLC, a registered investment adviser and wholly owned subsidiary of Morningstar, Inc., to act as the independent financial expert (as defined in the U.S. Department of Labor’s Advisory Opinion 2001-09A) for Retirement Advice. JHPFS monitors Morningstar Investment Management’s performance. Morningstar Investment Management LLC is not affiliated with JHRPS, JHPFS, or affiliates. JHPFS acts as a fiduciary with respect to the management of Retirement Advice investments.
John Hancock Retirement Plan Services LLC, 200 Berkeley Street, Boston, MA 02116
NOT FDIC INSURED. MAY LOSE VALUE. NOT BANK GUARANTEED.
© 2023 John Hancock. All rights reserved.
G-I 438217-GE 05/23 438217 GA0413232842364