Viewpoints by Heather Windjue, at John Hancock Retirement
Heather is responsible for developing and executing on strategies to add value to the third-party administration (TPA) channel. She has more than 24 years’ experience in the financial services industry and holds the American Society of Pension Professionals & Actuaries (ASPPA) and Qualified 401(k) Administrator (QKA) certifications.
Prior to joining John Hancock, Heather held various operational and project management leadership roles at multiple financial services companies and a TPA firm. She recently led the operational and technical integration of major innovation projects for John Hancock operations before accepting her current role as the head of TPA services in 2019.
Heather earned a B.A. in Political Science from the College of St. Benedicts.
In her personal time, Heather enjoys volunteering at Habitat for Humanity, golfing, hiking, skiing, and spending time on the lake with her husband and children.
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Five reasons to partner with a TPA
If you’re a financial professional in pursuit of retirement plan business, it may be time to consider a new type of partnership arrangement. Because TPAs play a key crucial role in the success of their clients' retirement programs, they're also well-positioned to help you build your practice.
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Beefing up your TPA business: four ingredients
Learn about four key ingredients to help strengthen your relationships, build your network, and, ultimately, grow your business.
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What services does a TPA provide?
If you’re a third-party administrator (TPA) in the retirement industry, then you know you play an important role in making a retirement plan work. You help plan sponsors and financial professionals manage their retirement plans amid changing legislation, regulations, and more. How do you adapt to these evolving needs? We’ve got a few things you can consider to help you determine where you want to focus your energy.
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Retirement TPAs—7 tips for optimizing a hybrid work schedule
The retirement TPA workplace has shifted to a hybrid work schedule: part time in the office and part-time remote. Get 7 tips for managing remote employees and making a seamless transition.
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Three key financial metrics for retirement plan TPAs
Is your TPA firm poised to successfully withstand the changing marketplace? These key financial metrics can help you decide.
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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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