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.

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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 2020 calendar

COLA limits

View a summary of the 2020 IRS contribution limits.

View contribution limits

2020 plan sponsor deadline extensions

Stay informed on the recent extensions from the IRS.

View deadline extensions

Practice management viewpoints