John Hancock Retirement Plan Services Launches Online Tool To Help Advisors with Plan Management
John Hancock RetirementBOSTON, Sept. 4, 2014 /PRNewswire/ -- John Hancock Retirement Plan Services (JH RPS) is helping advisors simplify 401(k) plan management by introducing an interactive website called JH Plan Manager that creates and calendarizes a customized service approach and then helps implement it.
To begin, an advisor answers three questions about a plan on jhplanmanager.com, which:
- Recommends key activities for the advisor to help proactively service clients such as plan reviews, investment reviews, plan design discussions, employee education and more
- Presents the activities in a concise calendar format for easy viewing
- Produces a Service Plan with Education Policy Statement to share with the clients
Plan Manager also will send ongoing notifications to remind advisors of upcoming activities as well as create print-friendly meeting agendas and checklists to help advisors prepare for meetings. Advisors may input photos or logos for customized documents.
"We are always looking to help advisors deliver on their value proposition," said Andrew Ross, senior vice president, Marketing and Product Development, John Hancock Retirement Plan Services. "Not only do we think this will be a tremendous help to advisors in keeping them on track in delivering outstanding service, but also, by automating scheduling and reducing administrative work, we're helping them focus on relationships and growing their business."
About John Hancock Financial and Manulife
John Hancock Financial is a division of Manulife, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Operating as Manulife in Canada and Asia, and primarily as John Hancock in the United States, our group of companies offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Funds under management by Manulife and its subsidiaries were C$637.3 billion (US$596.9 billion) as at June 30, 2014. Manulife Financial Corporation trades as 'MFC' on the TSX, NYSE and PSE, and under '945' on the SEHK. Manulife can be found on the Internet at manulife.com.
John Hancock offers and administers a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com.
John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York are collectively referred to as "John Hancock".
Both John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York do business under certain instances using the John Hancock Retirement Plan Services name. Group annuity contracts and recordkeeping agreements are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02210 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Product features and availability may differ by state. John Hancock Investment Management Services, LLC, a registered investment adviser, provides investment information relating to the contracts. Plan administrative services may be provided by John Hancock Retirement Plan Services LLC or a plan consultant selected by the Plan.
NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT INSURED BY ANY GOVERNMENT AGENCY
© 2014 All rights reserved.
SOURCE John Hancock Retirement Plan Services
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