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Financial professionals, access your resources here

From your personalized dashboard, you have access to prospect finder, plan manager, and other tools to help grow and manage your block of retirement plan business.

Prospect finder

John Hancock’s new digital prospecting tool can help simplify your efforts to grow your block of business.

Plan manager

Use plan manager to automate your service strategy, save time, and improve your productivity.

Onboarding resource center

Our digital resources help you get off on the right foot in onboarding new plans and newly eligible participants to John Hancock.

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Tap into the small plan market

Many states are enacting state-sponsored retirement programs designed specifically for small employers. These programs can present an opportunity for you to showcase your value by offering more customized and flexible retirement plan solutions.

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Keep up with what's happening in the retirement plan industry. Register for our next webinar or view a replay. Our webinars cover quarterly legislative updates, twice-yearly economic outlooks, practice management, fiduciary matters, plan management, and professional development.

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Additional resources

ERISA compliance calendar

Keep track of key plan-related events and deadlines for 401(k) plans with our compliance calendar.

View the calendar

COLA limits

View a summary of the IRS contribution limits.

View contribution limits

Guidance for mergers and acquisitions

Do you need help planning for the impact of corporate actions on your retirement plans?

See how we can help

Small plan retirement solutions comparison chart

Compare the many types of retirement plan structures, and get insight from John Hancock on the key features of each plan type.

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Access your resources

Practice management viewpoints

See all viewpoints

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March 16, 2023

Why offer intergenerational financial planning?

Gary Tankersley, Head of Sales and Distribution John Hancock Retirement

The Great Wealth Transfer will put a significant amount of money in motion. Get tips for offering intergenerational financial planning to help you retain and capture these assets.

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Building block model portfolios introduce greater flexibility

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Ryan W. Wellman, CFA, Director, Product Management

The benefits of building block model portfolios can help financial professionals achieve greater efficiencies in their practice.

January 12, 2023

Three tips for having consultative conversations that make a lasting impression

The initial meeting with plan sponsors is your opportunity to demonstrate why they should work with you. Learn three tips for having meaningful conversations that can help differentiate you from other retirement plan consultants.

December 14, 2022

Year-end checklist: eight tips for financial professionals

Gary Tankersley, Head of Sales and Distribution John Hancock Retirement

The holidays are here and it’s time to prepare for the new year. Here are eight items for retirement plan financial professionals to focus on as you close the book on this year and start writing next year’s story.

November 15, 2022

Solve a retirement plan problem to win over prospects

Growing your financial advisory business requires finding qualified prospects. To turn prospects into clients, try to find a catalyst—a solution to a problem they’re experiencing. Learn how to identify deficiencies in a retirement plan, turn them into strengths, and showcase your value.