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Financial Representatives should ensure that materials are approved for their firm before use.

Consolidate Accounts

It's likely that some of your participants have other retirement accounts (e.g., 401(k), IRA, 403(b), 457(b), SEP, SIMPLE, etc.). Combining these into one account, can help participants simplify their retirement savings efforts.

Use the tools below to promote consolidation:

Consolidation Services - Payroll Stuffer
PDF

This payroll stuffer can be used to promote the benefits of consolidation, and how John Hancock's consolidation services specialists make it easy for employees to roll-over other eligible retirement accounts to their John Hancock plan.

Meeting Sign in Template
Word Document

This "Sign in" sheet can be used at meetings to record meeting details and attendees. It can be customized to include your company's logo.