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Calendar of events

Q1 2024

An update on SECURE 2.0 Act

January 2024

Experts discuss what we know about SECURE 2.0 one year later and what plan sponsors need to do this year. 

Featuring:

Tami D. Guimelli 
AVP & Associate Chief Counsel 
U.S. Retirement Law 

Christopher E. Frank 
Head of DC Consulting 
Benefits Consulting Group  
John Hancock Retirement  

Watch the replay

Janus Henderson DC trends and developments

January 2024

Stay current on DC trends and strengthen your role as a valued financial professional. 

Featuring:

Taylor Pluss
Defined Contribution Specialist
Janus Henderson Investors

Bill Thompson
Divisional Vice President
John Hancock Retirement

Watch the replay

State-sponsored retirement plans—practice builder, not barrier 

February 2024

Learn how these plans can help you open doors and position your retirement plan solutions as the better alternative.

Featuring:

Tami D. Guimelli
AVP & Associate Chief Counsel
U.S. Retirement Law

Kent Lepard
Divisional Vice President
John Hancock Retirement

Watch the replay

Market value adjustments and stable value funds

March 2024

Get insight on key issues, solutions, and fiduciary considerations on market value adjustments. Fred Reish breaks down these challenges and ways to help manage them.

Featuring:

Fred Reish, J.D.
Faegre Drinker

Joe Smith
Divisional Vice President
John Hancock Retirement

Watch the replay

Q1 legislative update     

March 2024

Learn about today's everchanging regulatory market and legislative updates, including breaking down important parts of SECURE 2.0.

Featuring:

Tami D. Guimelli
AVP & Associate Chief Counsel
U.S. Retirement Law

Christopher E. Frank
Head of DC Consulting
Benefits Consulting Group
John Hancock Retirement

Watch the replay

Q2 2024

Understanding financial needs for women and future generations

April 2024

Uncover how to address the differing financial needs among generations, identify financial challenges women face, and discover opportunities to better serve niche markets. 

Featuring:

Rodney Jones
Senior Investments Learning Consultant
Franklin Templeton Academy

Liz Flint
Senior Business Development Strategist
MFS Investment Management

Watch the replay

Exceeding expectations: practical tips for elevating your client service

May 2024

Find out how retirement plan advisors can set themselves apart. Robin Green, president of WinMore Plans, shares insight from a survey of DC specialists.

Featuring:

Robin Green
President
WinMore Plans

Bill Thompson
Divisional Vice President
John Hancock Retirement

Watch the replay

Understanding the role and responsibilities of a plan fiduciary

May 2024

Learn how you can keep up with fiduciary trends, litigation, and best practices.

Featuring:

Christopher E. Frank
Head of DC Consulting
Benefits Consulting Group
John Hancock Retirement

Ted Pirrera, J.D.
Director, Senior ERISA Consultant
Benefits Consulting Group
John Hancock Retirement

Watch the replay

Janus Henderson DC trends and developments

May 2024

Gain insight from Taylor Pluss, DC specialist for Janus Henderson, on retirement plan market trends to help you have consultative client conversations.

Featuring:

Taylor Pluss
Defined Contribution Specialist
Janus Henderson Investors

Bill Thompson
Divisional Vice President
John Hancock Retirement

Watch the replay

Q2 legislative update 

June 2024

Learn about today's everchanging regulatory market and legislative updates, including the latest on SECURE 2.0, and DOL priorities.

Featuring:

Tami D. Guimelli
AVP & Associate Chief Counsel
U.S. Retirement Law

Christopher E. Frank
Head of DC Consulting
Benefits Consulting Group, Retirement

Watch the replay

Q3 2024

Understanding participant behavior and today's evolving DC market

July 2024

Understand today's evolving DC marketplace, participant behavior, and how you can help plan sponsors.

Featuring:

Glenn Dial
Vice President, Senior Retirement Strategist
American Century Investments

Scott Tatum, CIMA®, CFP®
Director, AB Advisor Institute
AllianceBernstein

Watch the replay

Small plans, big solutions

August 2024

Learn why now may a great time for small business owners to offer employees retirement benefits and how you can help.

Featuring:

Kent Lepard
Divisional Vice President
John Hancock Retirement

Watch the replay

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Important disclosures

Please note that it is incumbent on financial professionals affiliated with certain broker-dealer firms to obtain permission from their supervising broker-dealer firm prior to attending this event.

John Hancock Retirement Plan Services LLC, 200 Berkeley Street, Boston, MA 02116

NOT FDIC INSURED. MAY LOSE VALUE. NOT BANK GUARANTEED.

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