Retirement Planning Services
Efficiently delivering your services and value is critical to your business moving forward. Financial professionals rely on our in-depth guidance, scalable solutions, and fully transparent platform to help build and maintain a retirement plan practice.
JH Total Retirement Solutions
Solutions for larger plans, a comprehensive, bundled retirement plan service with the ability to handle complex plan design and total retirement outsourcing (defined benefit, non-qualified plans, and Taft-Hartley), all on an open architecture platform.
Flexible 401(k) solution for growing plans that require flexibility in investment selection and a broad range of plan design features and services. Available bundled and unbundled.
Simple, packaged, and flexible for small and growing businesses.
Why John Hancock Retirement?
John Hancock Retirement Plan Services is steadfastly committed to helping you and your clients achieve their program goals while helping to prepare participants to retire with dignity. Our Participants 1st® approach arms individuals with personally relevant advice and savings solutions appropriate for their unique holistic and enduring journey.
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Access educational materials that cover practical investments strategies that you can use with your clients.
We understand your relationship with your clients
You, as a financial professional, can help a client maintain perspective, keep emotional investing at bay, aid clients in articulating their financial goals, and formulate a road map to help achieve them. But first, you need to gain your client's trust by bringing them the advantages of a strong and solid financial leader. Our experience and expertise are here for you.
12016 PLANSPONSOR Magazine Recordkeeper Survey (YE 2015 data); June 2016. Data for this survey was collected in early 2016 and represents year-end 2015. Sixty DC providers responded representing the insurance, mutual fund and payroll industries.
2 As of December 31, 2016, John Hancock Life Insurance Company (USA) supported 43,943 plans, 1,589,390 participants, and $79,204,221,000 in FUM Assets. John Hancock Life Insurance Company of New York supported 2,401 plans, 73,311 participants, and $4,361,845,000 in FUM Assets. John Hancock Retirement Plan Services, LLC supported 10,804 plans, 1,064,498 participants, and $60,694,019,000 in FUM Assets. Approximate unaudited figures for John Hancock Retirement Plan Services division, provided on a U.S. statutory basis.
John Hancock Life Insurance Company (U.S.A.) (John Hancock USA), John Hancock Life Insurance Company of New York (John Hancock New York), and John Hancock Retirement Plan Services, LLC are collectively referred to as "John Hancock".
John Hancock Retirement Plan Services, LLC offers administrative or recordkeeping services to sponsors and administrators of retirement plans. John Hancock Trust Company LLC provides trust and custodial services to such plans.
Group annuity contracts and recordkeeping agreements are issued by John Hancock Life Insurance Company (U.S.A.), Boston, MA (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, New York. Product features and availability may differ by state.
John Hancock Retirement Plan Services, LLC, John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Unless otherwise specifically stated in writing, each such companies does not, and is not undertaking to, provide impartial investment advice or give advice in a fiduciary capacity.
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.
JH Enterprise® is a registered trademark by John Hancock Life Insurance Company (U.S.A.).
JH Signature™ is a trademark of the Group Annuity Contracts and recordkeeping agreements issued by John Hancock Life Insurance Company (U.S.A.), used under license by John Hancock Life Insurance Company of New York.
NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED
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