Viewpoints by Jeff Kobs, at John Hancock Retirement
Jeff oversees John Hancock’s Benefits Consulting Group—a team of actuarial consultants and analysts, ERISA consultants, and attorneys who support our client’s technical, compliance, and administrative needs. He joined our organization in 2005 and has more than 25 years’ experience in financial services.
Prior to joining John Hancock, Jeff was an actuarial consultant for a well-known benefits consulting firm. He earned a B.S. in Mathematics and Statistics from the University of New Hampshire. Jeff is also a member of the American Academy of Actuaries, an enrolled actuary under ERISA, and holds the Chartered Financial Analyst designation.
Outside of work, Jeff enjoys spending time with his family, coaching youth sports, volunteering with local nonprofit agencies, traveling, and squeezing in a round of golf when he can.
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How SECURE 2.0 changes RMDs, catch-up contributions, and Roth
SECURE 2.0 uses two key elements of qualified plans to make saving easier for preretirees and retirees. Learn which rules have changed and what they mean for your plan and participants.
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Four important new rules for Roth in SECURE 2.0
SECURE 2.0 uses four provisions focused on Roth. We’ve compiled our key takeaways from SECURE 2.0 for Roth IRAs and workplace plans.
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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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How SECURE 2.0 can help your employees save more for retirement
Many sections of SECURE 2.0 Act are focused on making it easier for people to save for retirement. Get to know the provisions that can help your participants get on a better path to retirement readiness.
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What you need to know about SECURE 2.0 right now
We’ve compiled some of the key SECURE 2.0 provisions with the most urgent effective dates that retirement plan professionals should be aware of.
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A SECURE 2.0 summary of provisions, purpose, and timing
SECURE 2.0 Act of 2022 was signed into law on December 29, with policy changes that will affect both the administrators of and participants in qualified retirement plans and IRAs. We’ve put together a guide to help you navigate the provisions that may matter most to you.
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What’s a cash balance plan, and is it right for my business?
Pairing your 401(k) with a cash balance plan can help your executives and key employees maximize their retirement savings. Learn how cash balance pension plans work and factors to consider to help you decide if this approach may be right for your business.
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Takeaways from the ARPA relief for single-employer pension plans
On March 11, President Biden signed the American Rescue Plan Act of 2021 (ARPA) into law. Two provisions of the stimulus package are a welcome followup to previous pension plan legislation, as they’re intended to stabilize single-employer pension plan funding. Defined benefit (DB) plan sponsors should understand how these changes will lower and smooth out their plans minimum required contributions.
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What's a defined benefit plan?
Find out about the advantages and responsibilities associated with sponsoring a defined benefit pension plan.
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The CARES Act and defined benefit plans: two kinds of relief
The CARES Act addresses the cash liquidity concerns of defined benefit plan sponsors by temporarily loosening funding rules. Here’s a look at the two specific pension provisions.
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