An inclusive participant experience
We provide your Spanish-speaking participants with a broad range of support to help them strengthen their financial well-being and make the most of your retirement plan.
Day-to-day support
Participants can speak with a service representative for help with their account or take advantage of the many self-help services available through our automated response system.
Personalized guidance
Your participants can receive personalized guidance from our team of licensed specialists to help them enroll, decide on a saving rate, and understand their investment options.
Retirement planning
- Enrolling in the retirement plan
- Boosting retirement savings
- Understanding distribution options1
- Looking ahead to retirement
Investing
- Learning the basics
- Creating a diversified portfolio
- Investing for the long-term
- Navigating market volatility
Financial well-being
- Creating a budget
- Building emergency savings
- Managing debt
- Saving for college
Financial wellness assessment
Participants can receive a financial wellness assessment plus a personalized action plan to help them address their most pressing financial needs.
On-demand learning
Our webinars are hosted by Spanish-speaking representatives, and we provide self-guided education to help your participants build the skills needed to manage their finances and plan for tomorrow.
Plan sponsor reporting
Our easy-to-read report provides unique insight into participant activities on My Learning Center during selected timeframes, including the number of assets viewed in Spanish.
We believe in the power of a plan
We help participants plug into the power of your retirement plan through consistent, holistic, personalized support and engagement.
1 As other options are available such as leaving their savings in their old plan, rolling over to an IRA, or cashing out, participants are encouraged to review all their options to determine if combining retirement accounts is suitable for them.
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 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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