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Financial representative agreement
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 of 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 Fiduciary
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Reflections on TPA Day and the value of partnership
Reflections on TPA Day and the value of partnership.
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The basic duties of an ERISA retirement plan fiduciary
Offering a qualified retirement plan comes with a good deal of responsibility—personal responsibility—that plan sponsors and advisors must follow to avoid lawsuits or regulatory sanctions.
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Limiting 401(k) plan fiduciary liability: investment safe harbors
Few plan sponsor decisions are more consequential than those associated with what investments to offer.
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401(k) communications: a fiduciary duty
Without effective participant communications, even a well-designed plan may fail to help participants achieve retirement readiness.
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