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.
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IRS issues guidance on SECURE 2.0 EPCRS self-correction program expansion
The IRS has expanded the list of plan errors that qualify for its EPCRS self-correction program, as directed by the SECURE 2.0 Act. Find out what they are.
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Livening up participant education with social media-like ideas
How can plan sponsors win younger participants’ attention while making sure they get the guidance they need to make decisions? One approach is to tap into the techniques social media influencers use to make their content so appealing. Here are tips to help you do just that.
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SECURE 2.0 tax credits: a way to compete with state retirement plans
Find out how the SECURE 2.0 tax credits can help financial professionals overcome the cost advantage of state-facilitated retirement plans and open doors in the small plan market.
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Deepen relationships by helping plan sponsors tackle participants’ financial stress
Financial stress is on the rise, and participants are looking to their employers for help. Find out what you can do to help plan sponsors meet this need and demonstrate your value in the process.
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What’s in SECURE 2.0 for defined benefit plans?
Despite the popularity of defined contribution (DC) plans, many employers, especially government agencies, still offer defined benefit (DB) plans. Learn about the DB provisions Congress included in SECURE 2.0.
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Helping workers manage four areas of financial stress
Workers’ financial stress increased in 2022, and they want help getting their finances under control. Find out four of their top concerns and what plan sponsors can do to help workers keep their financial lives on track.
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Financial stress—how financial professionals and plan sponsors are making a difference
Economic conditions have elevated financial stress, but some participants have been less affected than others. Find out three drivers of financial health.
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Why offer intergenerational financial planning?
The Great Wealth Transfer will put a significant amount of money in motion. Get tips for offering intergenerational financial planning to help you retain and capture these assets.
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What’s in SECURE 2.0 for small businesses? A lot
SECURE 2.0 just made it easier for small businesses to add a retirement plan. We’ve broken out the key provisions small business owners and their advisors should get to know if they’re considering adding this highly valued benefit.
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SECURE 2.0 Act offers good news for retirement savers
The SECURE 2.0 Act passed on December 29, 2022. It provides new ways that employers, the federal government, and the retirement plan industry can help Americans save more for retirement. Here are a few of the ways it can help you save more.
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