Practice management
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Seven back-to-office cybersecurity tips
As you begin to bring employees back to the office, you may need to take special steps to safeguard your company’s network.
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Actions taken by retirement plan participants reflect May’s mixed bag of news
In May, we saw that most participants are staying the course. But those who’ve been affected by the pandemic are finding some relief in the CARES Act.
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How 401(k) participants responded to the CARES Act and market volatility in April
COVID-19 has inflicted a good deal of financial damage, and many Americans are starting to look to their retirement plans for relief. Our data shows the actions they're taking and how those compare with the old normal.
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The market moved in March, but 401(k) participants didn’t
The stock market swung up and down wildly in February and March 2020. As financial professionals, you spend a lot of time teaching investors not to react emotionally when the market goes crazy. And it looks like people have been paying attention—for now.
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How to protect your small business from COVID-19-related scams and cybersecurity threats
The federal aid made available by the CARES Act, combined with widespread anxiety and uncertainty, creates perfect conditions for scammers and hackers. Having the right controls in place can help you protect your business and your employees from hacking and fraud.
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Seven ways ERISA can guide your meetings and help you grow your business
Manage and grow your book of business more efficiently.
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Why state-mandated auto-IRAs are good for your retirement practice
California, Oregon, and Illinois are actively enrolling employees in mandated auto-IRA programs. See what it means for financial professionals.
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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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The ERISA calendar can help financial representatives with practice management and marketing
What’s the best way for 401(k) plan advisors to promote their value to clients and prospects?
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