You're making a commitment to provide your employees with a qualified Retirement Plan. Our team of professionals will work with you and your Financial Representative to create a customized enrollment and education program to meet your plan’s unique needs and help prepare your employees for retirement.
Your employees will have access to the tools and resources to easily enroll in the plan, easy to understand information about the importance of saving for retirement, and the ongoing education and support to prepare for retirement.
We provide the tools to encourage employee participation by providing high tech to high touch options that help employees enroll however, whenever and wherever.
Our "Set a Goal" program helps participants envision life in retirement and set retirement income goals. The Retirement Action Plan keeps participants on track for retirment and help adjust as needed.
A range of asset allocation strategies provides the benefits of diversification in a single choice and interactive learning provides ongoing education on investing for all levels.
Interactive, self-serve and instant
Personalized, multi-media experience that caters to all types of employees
Employees enroll at their own pace
Trained enrollment specialist to answer employees’ questions
Fills out online enrollment form with employee
It’s like having an enrollment specialist for each of your employees
Enrolling your employees in your qualified retirement plan is simple and efficient thanks to our popular 1, 2, 3 Go! enrollment process.
Contract Demo #70300
Enrollment Access # 344740
Having one account helps make it easier to:
1) Will I have enough to retire?
2) Will my savings last through retirement?
3) What if something goes wrong?
// These profiles are for illustrative purposes only, are not intended as financial or investment advice, and are not intended to represent the past or future performance of any investment option.
* Participants are encouraged to speak with a Financial Representative to determine if combining their retirement accounts is suitable, as other options are available.
+The Benefit Base is not a cash value and cannot be taken as a lump sum. The Vested Benefit Base determines the guaranteed income amount a participant can receive at retirement. The Benefit Base will be reduced if you take withdrawals, loans or transfer money out of this feature.
℧ Not all materials, services or tools may be approved at your Broker Dealer firm, it is incumbent upon the registered representative to check with their firm before using any pieces described in this Proposal.
Guarantees are backed by the claims-paying ability of the issuing insurance company.
Although the Guaranteed Income for Life Select feature provides a guaranteed income base as well as guaranteed minimum withdrawal benefits, the investment options available under the feature are variable investments and may lose value. Guarantees of withdrawals provided under the feature are supported by the issuer's general account and are subject to the claims paying ability of the issuer, which does not relate to the investment performance or safety of the investment options to which the feature applies. The guarantees provided are contingent on the Plan trustee's election to continue maintaining its Group Annuity Contract with John Hancock or the election of a participant to rollover his or her benefits to a recipient rollover vehicle available from John Hancock upon a termination event.
The Benefit Base is not a cash value and cannot be taken as a lump sum. The Vested Benefit Base determines the guaranteed income amount a participant can receive at retirement.
A Plan Trustee should consider the objectives, risks, charges, and expenses of the investment options to which the feature applies and the limitations, terms and conditions of the feature as set forth in the Lifetime Income Benefit Rider before selecting this feature.
An additional fee is charged for the guarantee.
^John Hancock Life Insurance Company (U.S.A.), John Hancock Life Insurance Company of New York and EverFi Inc. are not affiliated and are not responsible for the liabilities of the others.
1 There are advantages and disadvantages to all rollover options. Participants are encouraged to speak with a Financial Representative to determine if staying in a 401(k) plan, rolling over to an IRA, or other options, are best for them.