Plan sponsor newsletter

Our annual participant engagement program is now available and you’ll now find our full year schedule of 2024 engagement activities on the It’s about time landing page.

We’ve also posted our complete list of webinars for next year, so you can begin promoting them to your participants.

Our journey-based outreach for Q1 hits participant email boxes January 9 through 19.

Carrying the theme “Building a better you,” these targeted messages will help educate participants about balancing and pursuing both long- and short-term goals. The focus is on enrolling/engaging with their plan, saving more for their retirement, and visiting the retirement planner to set a strategy for their savings and personalize their plan.

View our Q1 initiatives on the It’s about time web page

As always, we’ll supply advocacy components to help you support the concept of building a better you through goal setting. These materials will be available in February, and we’ll let you know when they’re posted for download.

It’s been a year since this ambitious piece of retirement plan legislation was signed into law. You’re invited to join our experts for a review of what’s transpired with SECURE 2.0 and what’s still to come.

This session will be led by Chris Frank, head of DC consulting, and Tami Guimelli, assistant vice president and associate chief counsel. They’ll tackle the key question, “What do we know one year later with SECURE 2.0?”

Specific topics include:

    •  What provisions have become effective?

    •  What provisions should plan sponsors focus on in 2024?

    •  When are plan amendments due for all provisions?

    •  What guidance has been issued by the IRS and DOL?

    •  What should plan sponsors do to keep a good record of SECURE 2.0 activity?

Register now for this important webinar, which is scheduled for Thursday, January 25, at 2:00 P.M., Eastern time.

Participants can now enjoy our most popular features through the app, such as viewing account details—including balance, rate of return, investments, and outstanding loans. John Hancock’s retirement app is available in both iOS and Google app stores.

The latest version of our retirement-readiness research looks at the period from June 30, 2022, through June 30, 2023. Authored by three John Hancock executives/subject matter experts, our featured viewpoints cover:

• Retirement readiness from two perspectives: income replacement and expense coverage. It includes reviews of participants’ status, the methodologies of each measure, and how these benchmarks can complement each other.
• Details on how participants moved their investments and what happened to account balances over our 12-month study period.
• Trends in new plan loans, hardship withdrawals, and contributions—and whether they seemed to help or hinder participants’ progress.

Our state of the participant resource center provides tools for helping your participants achieve better retirement saving outcomes.

This year’s campaign theme is “Insight and tools to help participants on their journey to retirement.” In this spirit, we compiled a plan sponsor tool kit for each of our four viewpoints, 25 tips in all for measuring and improving the participant experience.