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Financial Representatives should ensure that materials are approved for their firm before use.

Promote Enrolling

John Hancock is focused on helping your employees reach their retirement goals by creating a simple enrollment experience around 1, 2, 3 Go! We have made it easier to 1) help participants think about retirement and set a goal, 2) determine how much they’ll need to contribute, 3) understand and select their investment options and Go! enroll.

Use the tools below to promote enrolling to eligible employees:

Enrollment Meeting Announcement poster
Portable Document Format

Gives employees details about their upcoming meeting and why it's important to attend.


Enrollment Email Template
Word Document

Use this email template to promote enrolling using an online medium.  Content includes information on enrolling via a personal computer (www.jhgoenroll.com) via a smartphone (www.jheform.com) or using the enrollment app iGoEnroll. This email can be customized to fit your individual needs.


Enrollment Meeting Announcement email
Word Document

Gives employees details about their upcoming meeting and why it's important to attend.


Enrollment Guide (Self Learning)
Portable Document Format

For use by eligible employee in situations where no meeting is held and self learning is required. Content based on Enrollment Kit and 1, 2, 3, Go! format but streamlined with encouragement to enroll online or on the phone.
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Enrollment - Mobile Friendly Microsite
Interactive

With our mobile-friendly sites, employees can experience our 1, 2, 3, Go! enrollment experience anywhere, anytime with their smart phone. Build specifically for iphone, ipad, blackberry and android usage, this tool is helpful in meetings or self learning situations and provides a simple and quick way for eligible employees to enroll in their company’s retirement plan. Users require a Contract Number and Enrollment Access Number to access the dynamically built site, customized to individual contracts at www.jheform.com.


Online Enrollment Experience (OEE) Participant Email Template
Word Document

This template can be sent to participants to promote the new online enrollment feature. There is a version for Plan Sponsors and a version for Financial Representatives to send.
Enrollment Meeting Kit
Portable Document Format
This sample enrollment kit contains information and tools that convey to participants the importance of planning for retirement and enrolling in their group retirement plan. Outlined in three easy steps the kit helps participants: identify their retirement goal, determine how much they will need to contribute to meet their goal and outlines their investment options to help them enroll in their group retirement plan. For use in an enrollment meeting with a presenter in attendance.
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Benefits of Participating email
Word Document

Gives your employees an overview of the benefits of participating in a qualified retirement plan and encourages them to enroll.


The Benefits of Participating - With Employer Match
Portable Document Format		 This brochure provides an overview of the advantages of joining and contributing to an employers qualified retirement plan. Benefits outlined include income tax advantages, power of time/compound earnings. The Employer match version includes the Employer match stuffer (P18282).


The Benefits of Participating
Portable Document Format		 This brochure provides an overview of the advantages of joining and contributing to an employers qualified retirement plan. Benefits outlined include income tax advantages, power of time/compound earnings.


What's next? post-enrollment template
Word Document

A template to send to participants informing them what to expect after enrollment in the plan.


Meeting Sign in Template
Word Document		 This "Sign in" sheet can be used at meetings to record meeting details and attendees. It can be customized to include your company's logo.