Plan Details

NAVIGATION

Plan Information

Plan SponsorJH Demo - ABC Company
Plan NameJH Demo ABC Company 401(k) Plan
Company NameABC Company

General Information

Contact Information

Contact Name
Contact Email

Physical Address

Address 1
Address 2
City
State
Zip Code
Country

Mailing Address (not required, if same as physical address)

Address 1
Address 2
City
State
Zip Code
Country

General Information

Plan ID
Tax ID (EIN)
Plan Effective Date
Plan Conversion Date
Plan Status
Plan Status Effective Date
Plan Type
Payroll Census Usage
Website Logo
Plan Year End
Advisor Models

Pre-Conversion Information

Plan Conversion Type
Blackout Start Date
Blackout End Date
Pre-Conversion Enrollment Meeting Flag
Access to Web Site Date
Last Applicable Date for Withdrawals at Prior Carrier

Enrollment

Utilize Immediate Eligibility?
Utilize Auto Enrollment?
Utilize Auto Contribution Increase?
Utilize Participant Escalator?

Age And Service Rules

System To Calculate Eligibility?
Allow Shift From Employment Year To Plan Year?
Eligibility Calculation Method
Number of days to mail out enrollment kits
Normal Retirement Age
Early Retirement Age
Years-of-participation For Normal Retirement Age
Years-of-service For Early Retirement Age

Vesting Rules

Years-of-service Method
Minimum Hours Required For A Year Of Service
Exclude Years-of-service Prior To Attainment Of Age 18
Exclude Years-of-service Prior To The Plan's Effective Date
100% Vested Upon Reaching Early Retirement Age?
100% Vested Upon Death?
100% Vested Upon Disability?

System Behavior

Setup Participants Automatically Via Payroll?

Mutual Fund Revenue Rules

Credit Mutual Fund Revenue To Participants?

Statement

Statement E-consent Plan Default
Co-branded Experience?
Sponsor Message Flag
Plan Contact Name for Help Section
Plan Contact Phone Number for Help Section
Plan Contact Phone Extension for Help Section
Investment Contact Name for Help Section
Investment Contact Phone Number for Help Section
Investment Contact Phone Extension for Help Section

Plan Accounts

Distributions

General Information

Non-safe Harbor Suspension Period of
Required Spousal Consent for Loans and Distributions?
Terminate Participant Allow Hardship Distribution
Allowable In-Service Age
Maximum number of In-Service Distribution Allowed During a Plan Year
Minimum Amount In-Service Withdrawal Allowed

Types of Distributions Allowed

In-Service Withdrawals Allowed?
Hardship Withdrawals Allowed?
Single Sum Distribution As A Rollover?
Single Sum Distribution In Cash?
Combination Of Cash And A Rollover?
Installments Allowed?

Distribution Processing Fees

Distribution By Check Fee
Distribution By ACH Fee
Distribution By Wire Fee
Installment By Check Fee
Installment By ACH Fee
Account To Receive Processing Fees

Termination Distributions

Partial Distribution Available
Involuntary Cash-Out Distribution
Involuntary Cash-out Distribution Threshold
Apply Automatic Rollover Rule
Days To Wait Before Automatically Distributing

Plan Fees and Intermediary Compensation

Loans

General Use Loans Allowed?Yes

Plan Sponsor Contacts

Money Sources

Edit Distribution Rules

Check off the rules below that you want to link to money source:

Check off the rules below that you want to unlink from money source:

Payroll

All plan information is confidential and you agree to safeguard and protect such information in accordance with the standards required by law and use such information only for authorized plan administration purposes.

John Hancock Retirement Plan Services LLC and The Plan are not affiliated and neither is responsible for the liabilities of the other. "The Plan" is specified on the Participant Information page.

This information does not constitute legal or tax advice with respect to any taxpayer. It was neither written nor intended for use by any such taxpayer for the purpose of avoiding penalties, and it cannot be so used. If it is used or referred to in promoting, marketing, or recommending any transaction or matter addressed herein, it should be understood as having been written to support such promotion, marketing, or recommendation, and any taxpayer receiving it should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

John Hancock Retirement Plan Services LLC and Manulife Asset Management Trust Company (conducting business as "John Hancock Trust Company") service programs for retirement plans through which a sponsor or administrator of a plan may invest in mutual funds, ETFs and collective investment trusts on behalf of plan participants. Mutual funds, ETFs and collective investment trusts available through Fidelity Brokerage Services LLC ("Fidelity") have not been individually selected by John Hancock or Fidelity Investments®. Administrative and recordkeeping services are provided by John Hancock Retirement Plan Services LLC. John Hancock Trust Company provides trust and custodial services. Securities products, when offered, are offered through John Hancock Distributors LLC, member FINRA/SIPC.

Fidelity Investments is an independent company, unaffiliated with any John Hancock company. Fidelity Investments is a service provider to John Hancock. There is no form of partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is any such relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 613925.1.0

NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT INSURED BY ANY GOVERNMENT AGENCY