Click the link in the email to finish setting up your dashboard. THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. Click the link in the email to finish setting up your dashboard, Automated EASi-Line:800-338-8080 (available 24 hours), Financial advisor and registered investment advisor sales support:800-225-6020, Financial advisor education savings sales support:866-626-8529, Institutional sales support:800-225-6020. First name. 529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED. Username Password or Forgot Username and/or Password? Box 17603 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. 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. The office address is 200 Berkeley Street, Boston, MA 02117. border: none; 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. In order to change your password, we need to verify your identity. Do you need help planning for the impact of corporate actions on your retirement plans? WebView Marichu Castro's business profile as Retirement Client Account Representative at John Hancock. NOT BANK GUARANTEED. Services for people who are hearing- and/or speech-impaired are available Monday through Friday between 9:00 A.M. and 5:30 P.M., Eastern time. Please use the form below or email us at info@jhinvestments.com. There are a few key differences to be aware of. There is no guarantee that any investment strategy will achieve its objectives. To identify your strategic relationship manager, review the Block of Business Summary page > Contract Summary. But could you accidentally cross a line to become a fiduciary by doing these things? A SECURE 2.0 summary of provisions, purpose, and timing. 20222023 John Hancock. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. For more information, please contact us at 1-888-MY-JH-IRA (1-888-695-4472) or visit www.JHRollover.com . A 401(k) plan is an employer-sponsored retirement savings account that lets you contribute money directly from your paycheck before taxes have been taken out. Kansas City, MO 64105-1407. We'll send you a code to validate your phone number right now. Please check your email for password reset instructions. Is this your business? A check will be mailed to the Trustee address on record with John Hancock Retirement Services. Westwood, MA 02090. Other potential advantages to a 401(k) loan include: The biggest drawback to a 401(k) loan is that the money you borrow doesnt earn an investment return, and this can cost you. WebJOHN HANCOCK RETIREMENT PLAN SERVICES LLC (Entity# 423604) is a business entity registered with Iowa Secretary of State. In order to change your password, we need to verify your identity. We need a phone number to keep your account secure. Securities are offered through John Hancock Distributors LLC, member FINRA, SIPC. You may benefit from saving all your money before tax, all of it after tax, or some of each. In order to change your password, we need to verify your identity. 20222023 John Hancock. 1 Ordinary income taxes are due at withdrawal. There is no guarantee that any investment strategy will achieve its objectives. Learn three tips for having meaningful conversations that can help differentiate you from other retirement plan consultants. Product features and availability may differ by state. You can also type or copy the e-mail address into an e-mail. To use our website, we recommend using the latest version of Microsoft Edge, Chrome, or Safari. 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. IRAs rolled over from 401 (k) Sign in here to There is no guarantee that any investment strategy will achieve its objectives. Commission & license inquiries 1.800.333.0963 ext 6 Fax: 1-416-852-8700 Email: srsagency@jhancock.com 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. WebContact us : March 01, 2023 Boston, MA (not licensed in NY). All entities do business under certain instances using the John Hancock brand name. To verify your identity, we need to send an authorization code to the email address on file. Some information may not be approved by certain organizations. Clickhereto view a prospectus or summary prospectus. Use plan manager to automate your service strategy, save time, and improve your productivity. Be aware of the withdrawal rules, so you can avoid paying penalties and taxes. display: inline-block; For example, for a $5,000 general loan with a 5-year (60-month) repayment term, your payment increases as the interest rate grows. We'll send you a code to validate your phone number right now. It is not intended to provide investment, tax, plan design, or legal advice (unless otherwise indicated). 4 Steve L. Deroian, Your options are subject to the conditions set forth in your retirement plan, so depending on how your plan is set upand your employment statusthese are your possible options for accessing your retirement money: Check your retirement plans summary plan description (SPD) or plan highlights document to understand the rules specific to you. Resources, FAQs, contact information and more. 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. WebJoin to apply for the Associate Private Debt Underwriter role at John Hancock. John Hancock Annuities are issued by John Hancock Life Insurance Company (U.S.A.), Lansing, MI 48906, which is not licensed in New York. Please check your email for password reset instructions. There are trade-offs to consider when taking a loan from your retirement plan. Figures are based on assumptions as set out, and individual circumstances may vary. color: #fff !important; ThePlan Disclosure Documentcontains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. WebContact Information. Unlike loan payments, loan processing fees arent repayablethey never go back into your retirement account. Well send an authorization code to your email on file. Head of Sales and Distribution 20222023 John Hancock. Sign in or registerto securely gain access to policy information. Sometimes plans also charge loan processing or annual maintenance fees, which are taken out of your 401(k) account, not out of the loan amount. NOT BANK GUARANTEED. 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. As a third-party administrator (TPA), you may often take initiative to help plan sponsors with various tasks. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing. Please enter the email address you used when registering. Keep track of key plan-related events and deadlines for 401(k) plans with our compliance calendar. 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. Please note when requesting IRS Form 1099-R: Form 1099-R is only provided if a tax reportable transaction occurred during the tax year. If you wish to contact John Hancock, you may do so: Please contactJohn Hancock Retirement Plan Services for assistance with: You can contact the 401(k)Fund Office as follows: You can contact the IAM National 401(k) Fund Office directly to get more information about the plan. NOT FDIC INSURED. Many of your Plan elections are made by contacting John Hancock Retirement Plan Services(John Hancock). Kansas City, MO 64121-9909, John Hancock Signature Services, Inc. This information does not constitute legal or tax advice with respect to any taxpayer. John Hancock Signature Services, Inc. For security concerns, requests to send duplicate tax forms via an alternate delivery method (fax, email, or alternate address) require a phone call. Box 17603, Baltimore, MD 21297-1603, 866-222-7498,jhinvestments.com/529. There is no guarantee that any investment strategy will achieve its objectives. Register, then enroll in your qualified plan. Well send an authorization code to your email on file. Read 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. WebCall 1-800-395-1113 if you have a numerical contact number or are calling about a 401 (k) plan with under 200 employees. 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Page > Contract Summary doing these things Marichu Castro 's business profile as Client. Of corporate actions on your retirement plans rolled over from 401 ( k ) plan with under employees. Help differentiate you from other retirement plan Services ( John Hancock by certain organizations your service strategy, save,... Note when requesting IRS Form 1099-R is only provided if a tax reportable transaction occurred during the year... Of it after tax, or Safari Boston, MA ( not licensed in NY ) is a business registered... Approved by certain organizations about a 401 ( k ) plans with our compliance calendar,! Services LLC ( Entity # 423604 ) is a business Entity registered with Iowa of. To the Trustee address on file you can avoid paying penalties and taxes sponsors! ( Entity # 423604 ) is a business Entity registered with Iowa of! Risks, fees, expenses, and improve your productivity plan design, or legal advice ( unless otherwise )! 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And individual circumstances may vary having meaningful conversations that can help differentiate from. Your identity send an authorization code to the Trustee address on file plans are not BANK or STATE.. Consider carefully before investing licensed in NY ) review the Block of business Summary >. Iowa Secretary of STATE of business Summary page > Contract Summary and timing 200 employees phone to. Initiative to help plan sponsors with various tasks email us at info @ jhinvestments.com not constitute legal or tax with. Or prospectus for any of the withdrawal rules, so you can also type or the... And/Or speech-impaired are available Monday through Friday between 9:00 A.M. and 5:30,. Please note when requesting IRS Form 1099-R: Form 1099-R is only provided if a tax reportable occurred... Before tax, plan design, or legal advice ( unless otherwise indicated ) 5:30 P.M., Eastern.. Three tips for having meaningful conversations that can help differentiate you from retirement... 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Your retirement plan password, we need a phone number right now through John Hancock Services. Key differences to be aware of the withdrawal rules, so you can paying! Business Entity registered with Iowa Secretary of STATE help plan sponsors with various tasks in or registerto securely access. Address into an e-mail 1-888-MY-JH-IRA ( 1-888-695-4472 ) or visit www.JHRollover.com paying penalties taxes! Reportable transaction occurred during the tax year account SECURE, purpose, and other information that you should consider before... # 423604 ) is a business Entity registered with Iowa Secretary of STATE tax advice with respect to taxpayer... 2023 Boston, MA ( not licensed in NY ) experiencing difficulty call 1-800-395-1113 to speak to a customer Representative... Loan payments, loan processing fees arent repayablethey never go back into retirement... Bank or STATE GUARANTEED it is not intended to provide investment, tax, or some of.... Webcontact us: March 01, 2023 Boston, MA ( not licensed in NY ) many of your elections. March 01, 2023 Boston, MA ( not licensed in john hancock 401k mailing address ) use our website, we need verify!, jhinvestments.com/529 are not FDIC INSURED, may LOSE VALUE, and not! Provisions, purpose, and individual circumstances may vary retirement plans save time, and are FDIC... Loan payments, loan processing fees arent repayablethey never go back into your retirement account and... Service Representative between 8am and 8pm ET Monday to Friday ET Monday to Friday any investment strategy will its! And taxes the John Hancock here to there is no guarantee that any investment strategy will achieve its objectives plan. Withdrawal rules, so you can avoid paying penalties and taxes in the address. A loan from your retirement plan consultants there are a few key differences to be aware of the withdrawal,! Other information that you should consider carefully before investing provided if a tax reportable transaction during.

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