Financial professional resources

Use our tools for help building your retirement practice and managing your retirement plans.

Access your resources

Once you're logged in, you can access plan manager for help managing your business. You’ll also find tools for prospecting and onboarding new plans and participants. Don’t have an account? Click “Log in” to register.

Access your resources
  • Plan manager

    Use plan manager to automate your service strategy—saving you time and improving your productivity. 

  • Coach's Corner

    Use our prospecting tool to identify prospects, get actionable ideas to help you open doors, and generate a custom needs analysis geared to each prospect.

  • Onboarding resource center

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

Additional resources

  • ERISA compliance calendar

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

    View 2021 calendar
  • COLA limits

    View a summary of the 2021 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.

    Compare options

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