Practice management
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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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