Viewpoints by Tami Guimelli, at John Hancock Retirement
Tami D. Guimelli is an assistant vice president and assistant general counsel for John Hancock. She has extensive experience with qualified and nonqualified retirement plans, plan design and qualification issues, plan mergers and terminations, ERISA and IRS reporting, and disclosure requirements. In addition, Tami participates in product development and company initiatives, develops and implements ERISA strategies, and serves as a technical resource for the organization. She joined John Hancock in 1995, and has 30 years’ experience in the employee benefits industry. Tami earned a B.A. in English from Bates College and a J.D. from Suffolk University Law School. She’s a member of the American Bar Association and the Massachusetts Bar Association. Outside of work, Tami enjoys hiking, biking, and touring vineyards and baseball stadiums.
IRS Notice 2020-42 creates a remote notarization process for retirement plan transactions that require spousal consent. This helps solve problems related to social distancing and COVID-19.Read more
California, Oregon, and Illinois are actively enrolling employees in mandated auto-IRA programs. See what it means for financial professionals.Read more
The 2020 retirement plan contribution limits from the IRS govern how much can be contributed in different types of tax-favored accounts. These limits can help guide retirement saving and tax planning for the coming year and beyond.Read more