Viewpoints by Scott Francolini, at John Hancock Retirement
Scott is responsible for setting the strategic direction to drive overall customer experience, satisfaction, and retention across all market segments. He's focused on delivering value to plan sponsors, advisors, and third-party administrators through a team of relationship professionals and technical consultants, including ERISA, actuarial, and communication experts. Scott has more than 25 years’ experience in financial services. He's Massachusetts state-insurance licensed and holds FINRA Series 7, 26, and 63 licenses.
Prior to joining John Hancock, Scott was with New York Life Retirement Plan Services from 2009 to 2015 as senior vice president, midsize/large strategic relationship management. He earned an M.B.A. from the University of Hartford and a B.S. in Finance from Bryant College. Scott is based in Boston, Massachusetts.
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Does your plan sponsor year-end checklist include these tasks?
The end of the year can be hectic for plan sponsors. Making a checklist can help ensure you don’t overlook anything. Here are a few compliance and planning tasks to consider for your list.
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Financial stress can have an impact on mental health
Employers that focus on their employees’ mental health in May—or any month—should consider including financial well-being in their overall wellness activities.
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Another rising cost for employers: financial stress
Workers are stressed about a lot of things, including their finances. We’ve identified the cost of that stress and how you can help your workers manage it and improve their financial well-being.
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Lowering the cost of financial stress to employers and its impact on workers
For seven years, we’ve surveyed our participants to learn about their financial stressors. During the pandemic, they're looking for help finding their resiliency, both financial and emotional, so that when normal returns, they’re ready to move forward.
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How to achieve positive flow with 401(k) optimization
Here’s an approach for optimizing the 401(k)s you manage.
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Best practices for your next 401(k) RFP to assess relationship management
Many of the questions that are asked in a recordkeeping request for proposal (RFP) haven’t changed much over the years. The next time you send out an RFP, consider new questions you might use to assess the value and service you can expect from your new recordkeeper and relationship manager.
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The what, why, and how of financial wellness programs
Employer adoption of financial wellness programs has doubled in five years. But do they work? And how do you implement one?
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