Viewpoints by Gary Tankersley, at John Hancock Retirement
In this role, Gary leads all of John Hancock's retirement plan sales teams, which maintain responsibility for national accounts and all asset segments. He has more than 27 years' experience in financial services. Gary served as regional vice president for 13 years in Houston, Texas, and as divisional vice president for 5 years before being promoted to his current role in 2018. He earned a B.A. in Finance from the University of Texas. Gary holds the Certified 401(k) Professional (C(k)P®) designation and FINRA Series 7 and 24 registrations. Gary is based in Denver, Colorado. Outside of work, Gary enjoys reading, fly fishing, and spending time with his wife and two children.
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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.
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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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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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Year-end checklist: eight tips for financial professionals
The holidays are here and it’s time to prepare for the new year. Here are eight items for retirement plan financial professionals to focus on as you close the book on this year and start writing next year’s story.
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Four reasons to consider selling retirement plans
Many financial professionals are hesitant to sell retirement plans because they think they have to be a retirement plan specialist. Learn why that may not be the case, plus four ways adding this service can help you stay competitive and generate new business.
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Advisors can help reduce financial stress amid uncertainty
The pandemic has brought more than its share of financial uncertainty. Our recent study of stress, finances, and well-being shows an increase in people turning to financial advisors for help and how doing so can help improve their overall finances and help them mitigate financial stress.
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Six myths about retirement plans for small businesses—debunked!
We debunk the myths that keep many small business owners from offering a retirement plan.
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