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Viewpoints by Claire M. Holland, ESQ., at John Hancock Retirement

Claire is an ERISA attorney in John Hancock’s benefits consulting group. In this position, she works to keep qualified and nonqualified retirement plans tax compliant from both a document and administrative standpoint. Among her specific duties, Claire advises plans on self-correction of operational and document failures, provides guidance on benefit matters associated with mergers and acquisitions, and serves as a technical expert within John Hancock and for its clients. On the regulatory front, she prepares and negotiates voluntary correction program and determination letter filings and assists clients with IRS and U.S. Department of Labor plan audits. Claire began her ERISA career in 1980 as a paralegal and became an attorney in 1986. She practiced at Goodwin Procter LLP before joining John Hancock in 2008. Claire earned a B.S. in History from the University of Oregon and her J.D. cum laude from Suffolk University Law School.

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IRS delays SECURE 2.0 Roth catch-up rules for two years

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August 30, 2023

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IRS issues guidance on SECURE 2.0 EPCRS self-correction program expansion

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What’s in SECURE 2.0 for defined benefit plans?

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Claire M. Holland, ESQ., ERISA Attorney John Hancock Retirement

May 17, 2023

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IRS relaxes rules for obtaining spousal consent for 2020

IRS Notice 2020-42 creates a remote notarization process for retirement plan transactions that require spousal consent. This helps solve problems related to social distancing and COVID-19.

Claire M. Holland, ESQ., ERISA Attorney John Hancock Retirement

Tami Guimelli, Assistant Vice President and Associate Chief Counsel John Hancock Retirement

June 12, 2020

Read more

June 12, 2020

Claire M. Holland, ESQ., ERISA Attorney John Hancock Retirement

Tami Guimelli, Assistant Vice President and Associate Chief Counsel John Hancock Retirement

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Viewpoints by Claire M. Holland, ESQ., at John Hancock Retirement

Browse by

IRS delays SECURE 2.0 Roth catch-up rules for two years

IRS issues guidance on SECURE 2.0 EPCRS self-correction program expansion

What’s in SECURE 2.0 for defined benefit plans?

IRS relaxes rules for obtaining spousal consent for 2020

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