John Hancock Introduces Plan Review Tool

Plan Review allows advisers to use demographics to target education opportunities.

John Hancock Retirement Plan Services (JHRPS) introduced a new plan review solution that helps advisers easily evaluate the overall health of a client’s retirement plan and demonstrate their value to plan sponsors and participants.

Available on the John Hancock adviser website, the fully customized Plan Review supports onsite and remote meeting discussions to meet the adviser’s own unique service model. With Plan Review, advisers can easily analyze a broad range of plan and participant issues. Plan Review capabilities include highlighting under-utilized services and using demographics to target education opportunities on topics such as retirement readiness, diversification, and risk tolerance.

“With our new Plan Review, we’ve made it easy for the adviser to shine in plan review meetings,” says Andrew Ross, senior vice president, marketing and product development. “This new solution provides advisers with plan and participant data and trends to help them identify opportunities as well as successes.”