Insight to help you build your practice
Actionable tips you can start using right away
Resources to help you manage your plans
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
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
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
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
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
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
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
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
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
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
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
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
CE webinars
Earn continuing education credits on your schedule.
At home. In the office. On the go. Focus on your professional development anytime, anywhere with our on-demand courses.
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.
© 2024 John Hancock. All rights reserved.
MGR0726243744517