To learn more about all of our Products & Services, register today!

John Hancock is one of America's most trusted financial brands. We've made retirement plans work for over 50 years, and today, we're one of the largest full-service providers in the industry.1

Here are a few highlights of the products and services we offer:

Administrative Services

JH StartSmart
A streamlined plan set-up and conversion process to make it easier to bring new clients onboard.

Consolidation Services*
Our specialists will help participants easily transition other retirement accounts into their company's 401(k) plan at John Hancock, without creating work for you or plan administrators.

EZAdmin
Access to plan and automated recordkeeping services that simplify administration and helps keep plans running smoothly.

Enrollment and Education

High Tech to High Touch Enrollment
Our suite of 1, 2, 3 Go! enrollment tools range from interactive online applications (e.g. smartphone and tablet) to group sessions.

Virtual Solutions
A flexible service team that can help you meet your service and due diligence commitments, coordinate and deliver presentations in multiple locations or time zones across the country.

EZRoute®
A participant education program divided into four modules, each representing a different stage on the way to retirement.

Investment Selection and Monitoring

Asset Allocation
Helping participants invest wisely, we offer John Hancock and Third-Party Target Date Portfolios and John Hancock Lifestyle Portfolios.

Guaranteed Income for Life (GIFL) Select
This unique feature provides participants with predictable growth, greater certainty throughout retirement, and protection from unpredictable market events.

Investment Policy Statement (IPS) Manager
An easy-to-use, online service to help your clients accurately document and illustrate that their investment options have been prudently selected and are continuously monitored.

Wilshire 3(21) Adviser Service
A flexible co-fiduciary service that includes customized recommendations and quarterly reporting.

Fees and Fiduciary Tools

Dynamic Plan Review
Our commitment to regularly review your clients' services and fees to ensure they stay competitive with the current market.

JH SignatureTM Menu
Our popular retirement plan product offers simple, clear and flexible pricing options for any plan size.

Plan Review Report^
Provides key statistics about a plan compared to the industry average and creates the ideal opportunity to meet with your clients to discuss the status of their plan.

1 "PLANSPONSOR 2021 Defined Contribution Recordkeeping Survey," © 2021 Asset International, Inc., June 2021.

^ For contracts that meet minimal asset requirement. Not available for Defined Benefit plans.

* Available for plans utilizing John Hancock's Consolidation Services; rollovers are subject to the provisions of the specific plan.

The availability of products, Funds, and contract features may be subject to broker-dealer firm approval, state approval, broker licensing requirements, or other contract-related requirements. From time to time, changes are made to Funds, and the availability of these changes may be subject to state approval. Please confirm with a local John Hancock representative if there are any questions about product, Fund, or contract feature availability.

This information does not constitute legal or tax advice with respect to any taxpayer. It was neither written nor intended for use by any such taxpayer for the purpose of avoiding penalties, and it cannot be so used. If it is used or referred to in promoting, marketing, or recommending any transaction or matter addressed herein, it should be understood as having been written to support such promotion, marketing, or recommendation, and any taxpayer receiving it should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

All contract information is confidential, and you agree to safeguard and protect such information in accordance with the standards required by law and to use such information for authorized plan administration purposes only.

Group annuity contracts and recordkeeping agreements are issued by John Hancock Life Insurance Company (U.S.A.) (John Hancock USA), Boston, MA (not licensed in New York), and John Hancock Life Insurance Company of New York (John Hancock New York), Valhalla, NY. Product features and availability may differ by state. John Hancock USA and John Hancock 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, John Hancock USA and John Hancock New York do not, and are not undertaking to, provide impartial investment advice or give advice in a fiduciary capacity.

NOT FDIC INSURED. MAY LOSE VALUE. NOT BANK GUARANTEED.

© 2023 John Hancock. All rights reserved.

GT-I 24584-GE

THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.