Solutions for plans from $0 and up
Extensive business development and plan management tools for financial professionals
Best-in-class1 client service support
Harnessing the power of partnership to deliver small plans with a local touch
We can work with your business partners, or you can team up with John Hancock and TAG Resources, LLC (TAG) for full plan outsourcing.
- John Hancock single-employer 401(k), profit-sharing, or cash balance plan
- Individual plan design
- Tax-efficient paired plan solutions available
- Outsourced fiduciary and investment management services option
Signature Fiduciary Connect
- Packaged single-employer 401(k)
- Simplified pricing
- Fiduciary services powered by John Hancock, TAG, and 3(38) investment firm
- 3(16) administrative, named fiduciary, and 3(38) investment management
- 402(a) named fiduciary for plan management
For more information about our small business retirement plans, please contact your John Hancock representative.
1 “2020 Defined Contribution Recordkeeping Survey,” PLANSPONSOR, 2021.
John Hancock is not affiliated with TAG Resources LLC, and neither is responsible for the liabilities of the other.
The content of this website is for general information only and is believed to be accurate and reliable as of the posting date, but may be subject to change. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made herein.
Group annuity contracts and recordkeeping agreements are issued by John Hancock Life Insurance Company (U.S.A.) (John Hancock USA), Boston, MA (not licensed in New York), and John Hancock Life Insurance Company of New York (John Hancock New York), Valhalla, NY. Product features and availability may differ by state. John Hancock USA and John Hancock New York each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Unless otherwise specifically stated in writing, John Hancock USA and John Hancock New York do not, and are not undertaking to, provide impartial investment advice or give advice in a fiduciary capacity.