You can also type or copy the e-mail address into an e-mail. WebView Marichu Castro's business profile as Retirement Client Account Representative at John Hancock. background: linear-gradient(0deg, rgba(23,63,95,1) 0%, rgba(50,86,115,1) 35%, rgba(132,155,174,1) 100%); GT-I 24584-GE You may wish to contact a tax advisor or financial professional to discuss the tax consequences and financial impact of taking a withdrawal or loan from your retirement plan. Well share some tips to help avoid unwanted fiduciary status while still offering excellent service. Please access your account to perform such transactions, or contact customer service at 800-225-5291 for assistance. We encourage you to contact us if you have any questions or comments. John Hancock Retirement Plan Services LLC provides administrative and/or recordkeeping services to sponsors or administrators of retirement plans through an open-architecture platform. You may defer your distribution to a later date. *Required field. 2In this document, all tax disclosures regarding Roth 401(k) contributions are limited to the federal income-tax code and, in particular, all references to tax-free treatment of qualified distributions are intended to refer to the treatment of such distributions at the federal level only. Securities are offered through John Hancock Distributors LLC, member FINRA, SIPC. By requesting only what you need, paying it back as quickly as possible, keeping up with your contributions, and arranging to continue payments if you leave your company, you can minimize 401(k) loan drawbacksand keep your retirement plan on track. Many of your Plan elections are made by contacting John Hancock Retirement Plan Services(John Hancock). WebRollovers into your John Hancock Funds IRA and/or Roth IRA will be sent via electronic fu nds transfer and must satisfy minimum initial investment requirements. If the e-mail link is not working, it could mean you have not configured your e-mail account to work with your browser. John Hancock Retirement Plan Services LLC provides administrative and/or recordkeeping services to sponsors or administrators of retirement plans through an open-architecture platform. Register for our next webinar or view a replay. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). 3. For security concerns, requests to send duplicate tax forms via an alternate delivery method (fax, email, or alternate address) require a phone call. WebSo it is possible that you currently access your 401K account via one John Hancock url and Quicken might access it via a different url. Compare the many types of retirement plan structures, and get insight from John Hancock on the key features of each plan type. A SECURE 2.0 summary of provisions, purpose, and timing. Group annuity contracts and recordkeeping agreements are issued by John Hancock Life Insurance Company (U.S.A.), Boston, MA (not licensed in NY), and John Hancock Life Insurance Company of New York, Valhalla, NY. Securities are offered through John Hancock Distributors LLC, member FINRA, SIPC. WebIssuer: John Hancock Life Insurance Company (U.S.A.), Lansing, MI (not licensed in New York). 8 a.m. to 10 p.m. Eastern Time by calling 833-388-6466to speak with a Participant Service Representative. From your personalized dashboard, you have access to prospect finder, plan manager, and other tools to help grow and manage your block of retirement plan business. The business formed date is September 22, 2011. Please note that were unable to act on any email requests for account transactions, such as purchases, redemptions, and account maintenance. An error occurred while processing your request. .btn-link:hover { MGTS-PS 309248-GE 06/22 309248 MGR0130232708663, You need to agree to the financial representative agreement to log in, Invalid format, avoid special characters or numbers, Cannot contain any characters that repeat more than twice. Head of Wealth and Asset Management Public Relations, United States and Europe. Unless otherwise specifically stated in writing, each such company does not, and is not undertaking to, provide impartial investment advice or give advice in a fiduciary capacity. %PDF-1.7 % WebCall 1-800-395-1113 if you have a numerical contact number or are calling about a 401 (k) plan with under 200 employees. 2023 John Hancock. John Hancock Signature Services, Inc. The content of this website is for general information only and is believed to be accurate and reliable as of the posting date, but may be subject to change. No income tax or penalty fee on the loan proceeds, Loss of investment gains on the money withdrawn, Interest payments are to yourself, not a bank, Limited to how much you can borrowlesser of $50,000 (reduced by the highest outstanding loan balance during the preceding 12-month period) or 50% of your vested account balance, No credit check or minimum credit to qualify, Only current employees can initiate a loan, and if you leave your employer, you typically need to pay the entire amount back at once or face taxes and penalties; however, some 401(k) plans permit terminated employees to continue loan repayments, No requirements for how you spend the money, Subject to the provisions of your plan, the maximum loan term is five years, unless the loan is for the purchase of your primary residence, Repayments are automatically taken from your paycheck until the loan is repaid, You can continue saving in your plan while you have an outstanding loan, You may be charged loan processing and maintenance fees, Request a withdrawal (see below for exceptions to the 10% early withdrawal penalty), Request a loan from your qualified retirement plan401(k), 403(b), or 457(b) (unavailable for IRAs), Apply for a hardship, or unforeseen emergency, withdrawal by meeting certain requirements (unavailable for IRAs), Unreimbursed medical expenses that exceed a certain percentage of your adjusted gross income, A series of substantially equal paymentsyou commit to taking payments for five years or until you reach age 59, whichever comes second (payments must begin after separation from service in qualified plans), Qualified first-time home buyers, up to $10,000, Medical care expenses for you or your family/dependents, Payments needed to avoid eviction from your primary residence or foreclosure on the mortgage, Funeral expenses for yourself or your family/dependents, Certain costs to repair damage to your primary residence that would qualify for a casualty deduction under the Internal Revenue Code, Expenses and losses, including loss of income, due to certain federal disasters declared by the Federal Emergency Management Agency (FEMA), provided your primary residence or principal place of employment at the time of the disaster was in an area declared by FEMA to be eligible for individual assistance. We have sent an authorization code to the email address on file. You may want to contact your plan consultant or financial or tax professional for specific details on the five-year rule and whether any special rule may apply. All rights reserved. Each entity makes available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Some information may not be approved by certain organizations. Brokerage commissions will reduce returns. We'll respond to your message before the end of the next business day. There is no guarantee that any investment strategy will achieve its objectives. NOT BANK GUARANTEED. Your monthly and total payments on a credit card with 19% interest will be 33% higher than your payments on a five-year 401(k) loan with 5.75% interest.. Product features and availability may differ by state. A check will be mailed to the Trustee address on record with John Hancock Retirement Services. All rights reserved. color: #fff !important; Some exceptions to the 10% penalty before age 59 for qualified plans and IRAs are: IRA owners are eligible for additional exceptions to the penalty. To turn prospects into clients, try to find a catalysta solution to a problem theyre experiencing. The content of this website is for general information only and is believed to be accurate and reliable as of the posting date, but may be subject to change. Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. 3Income restrictions apply to Roth IRA contributions. Box 17603, Baltimore, MD 21297-1603, 866-222-7498,jhinvestments.com/529. Remembercheck your SPD or plan highlights to make sure your retirement plan offers hardship or unforeseen emergency withdrawals and learn about any specific requirements to take one. WebFinancial Representative Email Address Financial Representative Telephone No. Please consult your own independent advisor as to any investment, tax, or legal statements made herein. The business formed date is September 22, 2011. 6A participant must satisfy the five-year holding period and attain age 59, die, or become disabled, or be a first-time home buyer ($10,000 lifetime limit), in order to be eligible to receive a tax-free, qualified Roth distribution. WebJoin to apply for the Associate Private Debt Underwriter role at John Hancock. Please consult your own independent advisor as to any investment, tax, or legal statements made. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). State tax or other benefits should be one of many factors to be considered prior to making an investment decision. text-align: center; MemberFINRA|SIPC, 200 Berkeley Street, Boston, MA 02116. The content of this website is for general information only and is believed to be accurate and reliable as of the posting date, but may be subject to change. 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. Use plan manager to automate your service strategy, save time, and improve your productivity. Keep track of key plan-related events and deadlines for 401(k) plans with our compliance calendar. WebSIMPLE IRA application | John Hancock Investment Mgmt A company of Manulife Investment Management Learn more PDF 967 KB SIMPLE IRA employee application Use these forms to establish a SIMPLE IRA at John Hancock Investment Management. If you're rolling over both types of assets, you'll need two separate IRAs. To verify your identity, we need to send an authorization code to the email address on file. We need a phone number to keep your account secure. John Hancock Trust Company LLC provides trust and custodial services to such plans. John Hancock Life Insurance Company (U.S.A.) makes available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. 20222023 John Hancock. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing. To verify your identity, we need to send an authorization code to the email address on file. The content of this website is for general information only and is believed to be accurate and reliable as of the posting date, but may be subject to change. Respond to your message before the end of the next business day Company LLC administrative. Intended to provide investment, tax, or legal advice ( unless indicated! 401 ( k ) plans with our compliance calendar have not configured your e-mail account to with... Your service strategy, save Time, and timing a replay compliance calendar unwanted! Register for our next webinar or view a replay, such as purchases, redemptions, and timing have questions! 'Re rolling over both types of Retirement plans through an open-architecture platform you have not your. Carefully before investing mailed to the email address on file to making an investment.... The Trustee address on file such as purchases, redemptions, and get insight John! 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