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Seventeen John Hancock Wholesalers Named to Top 100 Advisor
Allies; Most of Any Firm
TORONTO, June 9, 2023
/PRNewswire/ - John Hancock Retirement and John Hancock
Investment Management, companies of Manulife Investment Management,
today announced 17 defined contribution (DC) wholesalers, from the
retirement and defined contribution investment only (DCIO)
businesses, were named National Association of Plan Advisors
(NAPA) Advisor Allies this year. After five consecutive
years of recognition, more John Hancock Retirement and John Hancock
Investment Management DC wholesalers were named to the Top 100 list
in 2023 than from any other firm by retirement plan advisors.
Finalists for this year's list of Top 100 DC Wholesalers were
selected based on the votes cast by thousands of advisors from a
list of almost 500 wholesalers nominated by NAPA Firm Partner
recordkeepers and DCIOs.
"At John Hancock Retirement, we believe in the power of
partnership," said Gary Tankersley, head of sales and
distribution, John Hancock Retirement. "One of the biggest
compliments an advisor can give a wholesaler is that they provide
insight and are seen as a valuable partner and I am proud that so
many of our wholesalers have earned spots on this respected
list."
"Congratulations to Ryan, Alymer and Lindsay who have been named
NAPA Allies in the Investment Only category this year," said
Gene Huxhold, senior managing
director, John Hancock Investment Management. We're pleased our
wholesalers have been helpful to advisors and consultants in
growing their businesses with a wide range of investment strategies
to address the challenges faced by today's retirement savers."
The John Hancock DC wholesalers named to NAPA's 2023 Advisor
Allies list are:
Dennis Beaudet,
John Hancock Retirement
Jarrett Berry,
John Hancock Retirement
Blake Burkett,
John Hancock Retirement
Daniel Fratalia,
John Hancock Retirement
Jerry Giovinazzo,
John Hancock Retirement
Adam Johnson,
John Hancock Retirement
Jerry Lopez, John
Hancock Retirement
Hayden Main, John
Hancock Retirement
Mark Needham,
John Hancock Retirement
Jonah Smith, John
Hancock Retirement
Edward Thurmond,
John Hancock Retirement
Scott Ward*, John
Hancock Retirement
Jason Yepko*,
John Hancock Retirement
Dan Zibaitis*,
John Hancock Retirement
And DCIO wholesalers recognized include:
Ryan Fay*, John
Hancock Investment Management
Aylmer Magill,
John Hancock Investment Management
Lindsay
Warrington, John Hancock Investment Management
*Denotes wholesalers
ranked in the top 10 in their respective categories
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About John Hancock Retirement
John Hancock Retirement is the
U.S. retirement business of Manulife Investment Management. For
more than 50 years, we've helped people plan and invest for
retirement; today, we're one of the largest full-service providers
in the United States.*
We take a hands-on consultative approach based on the idea that no
two plans—and no two plan participants—are exactly alike. We
partner with plan sponsors, advisors, and third-party
administrators to ensure that every plan is personal to the
participant and delivers proven results.
As of March 31, 2023, John Hancock
serviced over 56,000 retirement plans with over 3.1 million
participants and over $195 billion in
AUMA.**
* "PLANSPONSOR 2022
Defined Contribution Recordkeeping Survey© 2022 Asset
International, Inc.," PLANSPONSOR, 2022.
|
** As of Mar 31, 2023,
John Hancock Life Insurance Company (USA) supported 51,722 plans,
1,613,752 participants, and $ 93,969,824,636.02 in AUMA. John
Hancock Life Insurance Company of New York supported 2,704 plans,
77,262 participants, and $ 5,333,451,390.46 in AUMA. John
Hancock Retirement Plan Services LLC supported 1,919 plans,
1,494,059 participants, and $96,266,799,366.59 in AUMA.
Participant Counts reflect all active participants with a
balance. Approximate unaudited figures for John Hancock,
provided on a U.S. statutory basis.
|
About John Hancock Investment Management
A company of
Manulife Investment Management, we serve investors through a unique
multimanager approach, complementing our extensive in-house
capabilities with an unrivaled network of specialized asset
managers, backed by some of the most rigorous investment oversight
in the industry. The result is a diverse lineup of time-tested
investments from a premier asset manager with a heritage of
financial stewardship.
About Manulife Investment Management
Manulife
Investment Management is the global brand for the global wealth and
asset management segment of Manulife Financial Corporation. We draw
on more than a century of financial stewardship and the full
resources of our parent company to serve individuals, institutions,
and retirement plan members worldwide. Headquartered in
Toronto, our leading capabilities
in public and private markets are strengthened by an investment
footprint that spans 19 geographies. We complement these
capabilities by providing access to a network of unaffiliated asset
managers from around the world. We're committed to investing
responsibly across our businesses. We develop innovative global
frameworks for sustainable investing, collaboratively engage with
companies in our securities portfolios, and maintain a high
standard of stewardship where we own and operate assets, and we
believe in supporting financial well-being through our workplace
retirement plans. Today, plan sponsors around the world rely on our
retirement plan administration and investment expertise to help
their employees plan for, save for, and live a better retirement.
Not all offerings are available in all jurisdictions. For
additional information, please visit manulifeim.com.
John Hancock Retirement Plan Services LLC offers administrative
and/or recordkeeping services to sponsors and administrators of
retirement plans. John Hancock Trust Company LLC provides trust and
custodial services to such plans. 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. Product
features and availability may differ by state. Securities are
offered through John Hancock Distributors LLC, member FINRA,
SIPC.
John Hancock Investment Management Distributors LLC is the
principal underwriter and wholesale distribution broker-dealer for
the John Hancock mutual funds, member FINRA, SIPC.
NOT FDIC INSURED. MAY LOSE VALUE. NOT BANK GUARANTEED.
© 2023 John Hancock. All rights reserved.
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SOURCE John Hancock Retirement