John Hancock Retirement Plan Services – (RK)

Firm Profile

John Hancock has more than 150 years of financial services experience and is a member of the Manulife Financial Group of Companies.

John Hancock Retirement Plan Services (JHRPS) has never taken a “one size fits all” approach to servicing our clients. We know that no two participants are alike; they all have unique retirement goals and challenges. That’s why we offer a diverse set of products, service options and programs that range from proven leadership and expertise in the TPA-focused small plan market, to solutions for very large plans including a total retirement outsourcing solution.

Let us help your clients build a better retirement plan program—one that puts participants first and helps them achieve their retirement goals.

KEY CONTACTS
To find your local wholesaler, visit www.buildyour401kbusiness.com

WEBSITE www.jhrps.com

PRIMARY MARKET(S) SERVED
Micro <$1 million
Small $1 million – $10 million
Mid $10 million – $100 million
Large $100 million – $250 million
Mega >$250 million

NO. OF PLANS SERVED BY TYPE
As of 06/30/16
401(k): 44,410
403(B): 1
Money purchase: 405
457: 165
NQDC: 71
Defined benefit: 451
Cash Balance: 500
Other: 10,651

NO. OF PARTICIPANTS SERVED BY TYPE
As of 06/30/16
401(k): 2,102,348
403(b): 2,406
Money purchase: 11,425
457: 5,565
NQDC: 3,437
Defined benefit: 155,536
Cash Balance: 422
Other: 462,605

ASSET ALLOCATION FUNDS
• All available through open architecture

PLANS BY CHANNEL
Direct sold: 0
Advisor sold: 56,654

PLATFORM(S) USED
• Proprietary recordkeeping platforms

ADVISOR SUPPORT SERVICES
Number of external wholesalers focused on advisors: 79
Number of internal wholesalers focused on advisors: 10
Number of Internal Wholesalers Focused on Advisers: 72

• Compliance support
• Plan benchmarking
• Target-date evaluation tools
• Training for DC plan sales/services
• Investment committee meetings

PARTICIPANT SUPPORT SERVICES
• Retirement income estimates/projections
• In-plan lifetime income options
• Rollover/Roll-in services
• Call center support
• Participant Mobile app with transactional functionality
• Educational webinars

PLAN SPONSOR SUPPORT SERVICES
• Plan design
• ERISA reporting (internal or through TPA partner)
• Total Retirement Outsourcing
• Data Analytics Reporting
• 360 Payroll Integration
• Eligibility tracking
• Dedicated Service Team
• Taft-Hartley plans