Viewpoints from John Hancock Retirement
As one of America’s most trusted financial brands, we believe everyone deserves the tools and guidance to achieve financial wellness and retire with confidence. We’ve made retirement plans work for nearly 50 years, and today we’re one of the largest full-service providers in the industry.
At John Hancock, we make retirement plans work.
-
Retirement planning for women—a key opportunity for financial professionals
Assisting women with their retirement planning can lead to more wealth management opportunities for you. Get tips for connecting with female participants.
Read more -
Building a bridge to span decades of retirement
See what John Hancock Retirement CEO Wayne Park has to say about building financial resilience amid growing longevity, citing results from our tenth annual survey.
Read more -
How to help Gen X optimize their retirement planning
Gen X workers are struggling to balance retirement planning with their other financial priorities. Learn how financial professionals and plan sponsors can help.
Read more -
The RMD evolution: understanding the 2024 required minimum distribution regulations
The IRS’s final 2024 RMD regulations are out. Get a quick summary from our ERISA specialists.
Read more -
SIMPLE IRAs: what to know after SECURE 2.0
SECURE 2.0 added an opportunity for the sponsor of a SIMPLE IRA plan to terminate the SIMPLE IRA plan midyear if the SIMPLE IRA plan is replaced with a safe harbor 401(k) plan. IRS Notice 2024-2 provided details on how this is accomplished.
Read more -
How we can make retirement plans better
CEO Wayne Park reflects on the retirement plan industry's mission and the three jobs we need to accomplish to help us achieve that mission.
Read more -
SECURE 2.0 checklist—a simple way to help you keep your plan compliant
Having a SECURE 2.0 retirement plan checklist can help plan sponsors stay organized and track compliance. Use our sample as a guide to help you create yours.
Read more -
Long-term, part-time employees: Guidance has finally arrived
The long-term, part-time (LTPT) employee rules were amended under the SECURE 2.0 Act. We’ll clarify what this means for plan sponsors, service providers, and financial professionals.
Read more -
Three reasons to consider integrating AI into your retirement practice
Wondering if there’s a place for AI in your retirement practice? Learn three ways it could potentially help you grow your business and have more consultative client conversations.
Read more -
ERISA 408(b)(2) fee disclosures—not just for your clients’ retirement plans
The Consolidated Appropriations Act of 2021 expanded the ERISA 408(b)(2) fee disclosures to include group health plans. Find out why this change is an opportunity for retirement plan professionals.
Read more