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John Hancock Life Insurance Company (U.S.A) and John Hancock Life Insurance Company of New York are collectively referred to as “John Hancock”. This website has been approved by John Hancock only and may require further approval from a registered representative’s supervising broker/dealer firm, and is intended for financial representative use only. I acknowledge that I am a financial representative or Third Party Administrator, and that I take full responsibility for ensuring that this material has been approved by my supervising broker-dealer firm.
Viewpoints about ERISA
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What's a defined contribution plan and how to choose one
Find out which defined contribution plan may be appropriate for your small business.
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Considerations when evaluating 401(k) net investment fees as an ERISA fiduciary
Make sure your regular fund reviews include exploring alternative share classes.
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How a 401(k) fee policy statement can help protect you
A fee policy statement shows that you understand your 401(k) plan’s costs, which can protect you as a fiduciary.
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COVID-19 considerations for 401(k) plan fiduciaries
With COVID-19 creating business disruptions and market volatility, many plan fiduciaries have been dealing with difficult decisions about their 401(k) plans. As you make the necessary adjustments to your plan, these five steps can help you follow a prudent process.
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How safe are your clients’ savings? Understanding how retirement plan accounts are generally protected from creditors
Learn when retirement accounts are generally protected from creditors.
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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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Are Taft-Hartley plans subject to ERISA?
How to determine if your Taft-Hartley plan is covered by ERISA, and why it matters.
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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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Cybersecurity and your 401(k) plan fiduciary duties
Did you know that systems and data security fall within a retirement plan fiduciary’s duties?
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