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Reflections on TPA Day and the value of partnership
The prime reason for National TPA Day is to recognize the role these firms play in the retirement market place and in the success of John Hancock’s retirement plan business. But it’s also a reminder to financial professionals that partnering with TPAs may be an important pathway to success.
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How can millennials achieve financial wellness?
As we’ve learned in our annual financial stress survey, far more millennials report feeling financially stressed than baby boomers do, and they spend more time than older workers worrying about personal finances at work.
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The ERISA calendar can help financial representatives with practice management and marketing
What’s the best way for 401(k) plan advisors to promote their value to clients and prospects?
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The SECURE Act’s intended impact on 401(k) plans
Just before Memorial Day, the U.S. House of Representatives passed the SECURE Act with massive bipartisan support.
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Cybersecurity and your 401(k) plan fiduciary duties
Did you know that systems and data security fall within a retirement plan fiduciary’s duties?
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401(k) tips: designing for decumulation
401(k)s are a powerful accumulation tool, but getting baby boomer participants to retirement without helping them decumulate puts decades of hard work and saving at risk.
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Managing 401(k) fiduciary risk: plan sponsor best practices
In this era of heightened fiduciary scrutiny, you need to be informed and prepared to meet all your fiduciary duties.
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401(k) recordkeeper due diligence: it’s not just about fees
There are best practices that you should follow to help you develop, implement, and manage a prudent process for selecting and monitoring a recordkeeper.
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The basic duties of an ERISA retirement plan fiduciary
Offering a qualified retirement plan comes with a good deal of responsibility—personal responsibility—that plan sponsors and advisors must follow to avoid lawsuits or regulatory sanctions.
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Limiting 401(k) plan fiduciary liability: investment safe harbors
Few plan sponsor decisions are more consequential than those associated with what investments to offer.
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Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
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