border: none; Well send an authorization code to your email on file. 7This is for individuals who attain age 70 after December 31, 2019. NOT BANK GUARANTEED. All entities do business under certain instances using the John Hancock brand name. If you're rolling over pre-tax assets, you'll need a rollover IRA or a traditional IRA. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. WebPay to the Plan Trustee. 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. 20222023 John Hancock. Were also unable to provide account-specific information, such as account values, over email for the protection of your privacy. Well share some tips to help avoid unwanted fiduciary status while still offering excellent service. Continue to Section 6 Leave my money in the Plan. Because you pay ordinary income taxes on it now, as long as your withdrawals are qualified, you dont have to pay federal income tax when you want to withdraw your contributionsand any money you earn on those contributionsafter you retire. Multiple contracts see attached GP5655US (06/2015) Both John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York do business under certain instances using the John Hancock Retirement Plan Services name. Remembercheck your SPD or plan highlights to make sure your retirement plan offers loans and learn about any specific requirements to take one. John Hancock Retirement Plan Services LLC provides administrative and/or recordkeeping services to sponsors or administrators of retirement plans through an open-architecture platform. John Hancock Center, 100-story mixed-use skyscraper, located at 875 North Michigan Avenue in Chicago and named after one of its early developers and tenants, the John Hancock Mutual Life Insurance Co. Here's a list of who to call for help. Information included in this material is believed to be accurate as of the printing date. To verify your identity, we need to send an authorization code to the email address on file. 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. Is a Roth 401(k) different from a Roth IRA? In order to change your password, we need to verify your identity. Annuities Service Center, 410 University Avenue, Suite 55444 c/o T. Rowe Price Mail Code 17603 Call your strategic relationship manager. Read John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). Depending on how quickly stocks bounce back, your loan repayments may buy shares at higher prices than the prices at which you sold when you borrowed. NOT BANK GUARANTEED. We have sent an authorization code to the email address on file. NOT BANK GUARANTEED. 25 West 18 th Street New York, NY 10011-4676 Member Services: 800-551-3225 PO Box 219909 background: #2c2c2b; 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. Securities are offered through John Hancock Distributors LLC, member FINRA, SIPC. An error occurred while processing your request. We have sent an authorization code to the email address on file. Well send an authorization code to your email on file. One of the great advantages of saving in your 401(k) plan is the ability to set aside pretax money from your paycheck. Plan Participants: All entities do business under certain instances using the John Hancock brand name. Kansas City, MO 64121-9909, John Hancock Signature Services, Inc. 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. Is this your business? WebView Marichu Castro's business profile as Retirement Client Account Representative at John Hancock. General loans must be repaid in 5 years or less, and home loans in 10 years or less. Schedule an appointment with your tax professional, if you have additional questions about whats best for you. Please enter the email address you used when registering. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). Register for our next webinar or view a replay. We need a phone number to keep your account secure. 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.. 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. WebProduct features and availability may differ by state. 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. To verify your identity, we need to send an authorization code to the email address on file. In order to change your password, we need to verify your identity. For security concerns, requests to send duplicate tax forms via an alternate delivery method (fax, email, or alternate address) require a phone call. 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. John Hancock Investment Management Please check with your organization before using this information. Box 17603, Baltimore, MD 21297-1603, 866-222-7498,jhinvestments.com/529. margin: 10px 0; John Hancock Investment Management, Ryan W. Wellman, CFA, A check will be mailed to the Trustee address on record with John Hancock Retirement Services. We'll send you a code to validate your phone number right now. or call 1-800-333-0963 to speak to a client representative. All entities do business under certain instances using the John Hancock brand name. WebIf you're unsure of which to select, please contact us for more information at 800-225-5291 M-Th 8 AM-7 PM and Friday 8 AM-6 PM ET. For a complete listing of exceptions, check out the IRS website. 1These are hypothetical mathematical illustrations only. If you opt to save in a Roth 401(k) account, you wont experience any immediate tax advantages; however, when you take a qualified distributionyou wont pay any federal income taxes on the contributions or their earnings.2 To take a qualified distribution, you must be at least 59 years old or become disabled (or die), and the account must meet the five-year clock rule. 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. Box 600, Buffalo, NY 14201 A letter, email, oral statement, voicemail message, or other communication from the plan administrator (or a contact person for the plan) or plan service provider indicating that the plan is qualified. We'll send you a code to validate your phone number right now. We'll send you a code to validate your phone number right now. Securities are offered through John Hancock Distributors LLC, member FINRA, SIPC. hbbd```b``9"/# "7pH>\&7HP0["KA$dhjj) "[z@I v(1f*`)dMt LuH =@/LLv10?{ 7 endstream endobj startxref 0 %%EOF 651 0 obj <>stream 3. MAY LOSE VALUE. Please consult your own independent advisor as to any investment, tax, or legal statements made. Enter the 6-digit code sent to your email, In order to change your phone number, we need to verify your identity. 4In 2020, you can save an annual total of $19,500 (or $26,000, if youre age 50 or older) through pretax contributions, Roth contributions, or a combination of both. The initial meeting with plan sponsors is your opportunity to demonstrate why they should work with you. In this case, youll end up with fewer shares than you started with and lower account growth than if you hadn't taken the loan. In order to change your password, we need to verify your identity. Well send an authorization code to your email on file. We have sent an authorization code to the email address on file. GT-I 24584-GE Group annuity contracts and recordkeeping agreements are issued by John Register, then enroll in your qualified plan. We have sent an authorization code to the email address on file. jhpensionsps@jhancock.com 2023 John Hancock. pT!Q.Rqv{A{7079 0k7O&t}! (Y7NEd`5aN"E!nk}p_r`p 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. John Hancock Trust Company LLC provides trust and custodial services to such plans. All rights reserved. text-align: center; .btn-link { %PDF-1.7 % NOT FDIC INSURED. Welcome to your retirement plan website! A John Hancock Representative will be presenting on the Plan and answering questions regarding your retirement. In order to change your password, we need to verify your identity. WebIf you are still experiencing difficulty call 1-800-395-1113 to speak to a customer service representative between 8am and 8pm ET Monday to Friday. .btn-link:hover { There is no guarantee that any investment strategy will achieve its objectives. P.O. Access your mutual fund, IRA, 529 college savings, closed-end fund, or retirement plan/401(k) account, Access your followed funds, subscribe to email communications, and view exclusive website content, Access your John Hancock Investment Management dashboard or DST Vision. It was neither written nor intended for use by any such taxpayer for the purpose of avoiding penalties, and it cannot be so used. web design and development by new target, inc. 24 hours a day via either the internet at. Learn three tips for having meaningful conversations that can help differentiate you from other retirement plan consultants. There is no guarantee that any investment strategy will achieve its objectives. John Hancock Trust Company LLC provides trust and custodial services to such plans. We'll respond to your message before the end of the next business day. Withdrawals before the age of 59 may be subject to an early distribution penalty of 10%. As you move from one job to the next, you can accumulate retirement accounts along the way. 19992023 John Hancock Investment Management Distributors LLC and affiliated companies. A SECURE 2.0 summary of provisions, purpose, and timing. Outside those hours, callers are prompted to leave a message, which will be returned as soon as possible. John Hancock Retirement Plan Services LLC provides administrative and/or recordkeeping services to sponsors or administrators of retirement plans through an open-architecture platform. Contact Us Questions about your 401k, retirement account (non-IRA), or pension? Issuer in New York: John Hancock Life Insurance Company of New York, Head of Sales and Distribution Otherwise, please allow for two business days for a response. We need a phone number to keep your account secure. The money in your retirement accounts is intended for, well, retirement. WebYou typically have four options for your old 401 (k): Option 1: Roll over the money to an Edward Jones Traditional or Roth IRA (Roll it) Option 2: Leave the money in your former employers 401 (k) plan (Leave it) Option 3: Move the money to If the e-mail link is not working, it could mean you have not configured your e-mail account to work with your browser. To use our website, we recommend using the latest version of Microsoft Edge, Chrome, or Safari. In order to change your password, we need to verify your identity. Owings Mills, MD 21117-4903. 5A participant must satisfy the five-year holding period and attain age 59, die, or become disabled in order to be eligible to receive a tax-free, qualified Roth distribution. If you're rolling over Roth (after-tax) assets, you'll need a Roth IRA. John Hancock Trust Company LLC provides trust and custodial services to such plans. If your employer offers a Roth 401(k), you may want to consider contributing to the Roth after-tax account, depending on your expected tax bracket, when you believe youll be making withdrawals or if you want to have multiple tax strategies to work with as part of your retirement savings approach. MAY LOSE VALUE. If you find yourself in need of money, make sure you understand the pros and cons before you turn to your retirement accounts for financial relief. You may also request one from your financial professional or by calling us at 800-225-5291. 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. 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. MGTS-P46613 -GE 3/22 46613 MGR0304222034905. Although that may make it easier than obtaining a bank loan, it may not necessarily make financial sense for you. WebGroup 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. Keep up with what's happening in the retirement plan industry. What you need the money for and whether you want to pay yourself back will help determine if a withdrawal option or loan is appropriate. John Hancock Trust Company LLC provides trust and custodial services to such plans. We need a phone number to keep your account secure. The content of this document is for general information only and is believed to be accurate and reliable as of the posting date, but may be subject to change. Please check your email for password reset instructions. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). The five-year clock begins with your first Roth 401(k) contribution made to the plan (or made to another qualified retirement plan, if it was rolled over to your current plan)once five years pass, the account has met the rule. If your plan allows it, you may be able to borrow up to 50% of your vested balancethat's 50% of the portion of your account thats yours, without conditions. Find contact's direct phone number, email address, work history, and more. WebEmail: askjhrm@jhancock.com Mon-Fri, 8:30 a.m. - 7:00 p.m. 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. Jeff Kobs, Assistant Vice President, Benefits Consulting Group John Hancock Retirement. There is only one John Hancock setup link in the fidir file that I could find and it does say it is for 401K but it also says the connection method available is Web Connect. Roth 401(k)s combine much of the ease and benefits of a traditional 401(k)such as automatic contribution deductions from your paycheck and no income limitswith the after-tax treatment of a Roth IRA. 529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). Not sure of the best way to contact us for what you need? WebJOHN HANCOCK RETIREMENT PLAN SERVICES LLC (Entity# 2011092300074) is a business registered with Secretary of State (SOS), Indiana. John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed byJohn Hancock Distributors LLCthrough other broker-dealers that have a selling agreement with John Hancock Distributors LLC. WebIssuer: John Hancock Life Insurance Company (U.S.A.), Lansing, MI (not licensed in New York). Keep track of key plan-related events and deadlines for 401(k) plans with our compliance calendar. You can also type or copy the e-mail address into an e-mail. As to any investment strategy will achieve its objectives your email on file may not necessarily make sense... Please check with your organization before using this information IRS website k ) plans our! 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Can help differentiate you from other retirement plan offers loans and learn about any specific to! Age of 59 may be subject to an early distribution penalty of 10 % purpose, and are not or! Do business under certain instances using the latest version of Microsoft Edge Chrome. Your account secure you are still experiencing difficulty call 1-800-395-1113 to speak to a customer service Representative 8am! Key plan-related events and deadlines for 401 ( k ) plans with our compliance.... View a replay, SIPC of who to call for help if you 're rolling over pre-tax,! Share some tips to help avoid unwanted fiduciary status while still offering excellent service age of may! Secretary of STATE ( SOS ), Lansing, MI ( not in! Who attain age 70 after December 31, 2019 or copy the e-mail address an. And home loans in 10 years or less from one job to the email address on file Suite c/o! Information included in this material is believed to be accurate as of the printing date > stream.... 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