John Hancock Funds has launched a new program designed to help retirement plan advisors demonstrate their value and build stronger client relationships. Available on the John Hancock Funds' advisor website, the program, "Focus on Value: What Matters Most to Your Clients – and How to Build on It," includes a guidebook, wholesaler PowerPoint, and plan sponsor toolkit.
In addition, John Hancock participated as a co-sponsor for a survey and study of plan sponsors released in the spring and called: "Can a Professional Retirement Plan advisor Really Make That Much of a Difference?" The survey findings provide first-person insight into ways that plan sponsors believe retirement plan advisors may bring the greatest value to their plans and participants.
"New Department of Labor regulations this year require retirement plan service providers to reveal investment expenses and fees to plan sponsors. The right advisor can help monitor and review fees to ensure compliance," noted Gene Huxhold, senior managing director, investment only retirement plans.
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"Our materials illuminate insights and provide steps to boost the specific values that plan sponsors recognize and appreciate most about service the retirement plan advisors provide. John Hancock is committed to the investment only space and to helping retirement plan advisors express their value to plans and participants."
The new Guidebook from John Hancock Funds includes five key findings from the research study whereby plan sponsors offered observations about what retirement plan advisors bring to their plans:
- Superior retirement outcomes for participants
- Superior fiduciary expertise and improved compliance
- Improved plan design
- Advanced investment plan
- More reasonable fees and overall plan costs.
- The guidebook also offers corresponding practice management tips for advisors.
Also available are the wholesaler PowerPoint, a client-facing presentation that mirrors the guidebook and is formatted for iPad delivery, and the plan sponsor toolkit, which offers a comprehensive approach to evaluating a new or existing financial advisor for a company's retirement plan.
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