Welcome!

This tool allows you to generate:

ParticipantCheck, so you can help participants understand how different contribution rates would impact their paycheck and retirement outcome. Sample Report
PlanCheck^®, so you can provide your Plan Sponsor with a snapshot of how their participants are trending for retirement. Sample Report

Note: The data and reports will not be stored beyond this session.

Plan info

General Information

Company Name

Contract/Plan Number (Optional)

Solution

Contribution Information

Employee Contribution Limit

Catch-up Contributions

Paycheck Frequency

Employer Match Information (optional)

Matching Formula

Matching Formula Tiers

The company matches…

of contributions

up to…

of salary

up to…

then matches…

of contributions

up to the next…

of salary

up to…

Profit Sharing (optional)

Profit Sharing Formula

Add participants

How will the participant information be entered?

Data as of date:

Resources

Excel Template User Guide

Name	Employee ID	Language	Print Statement	Edit	Delete

denotes that this person is older than the assumed retirement age; their report will not be printed.

Get reports

Include In Report:

Company / Financial
Representative Logo:

Click to select logo

Contribution Changes:

Separate PDFs:

The report(s) provides you with a snapshot of the current state of the 401(k) plan and is not intended to offer financial or professional advice. The information provided in the report(s) reflects assets in the plan as provided by you.

1. This option is applicable for Group Annuity (Signature) plans only.

Please note that it is incumbent upon Financial Representatives affiliated with certain Broker-Dealer firms to obtain permission from their supervising Broker-Dealer firm prior to utilizing or distributing any materials on the website.

John Hancock Retirement Plan Services, LLC offers administrative 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 New York) and John Hancock Life Insurance Company of New York, Valhalla, New York. Product features and availability may differ by state.

John Hancock Retirement Plan Services, LLC, John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Unless otherwise specifically stated in writing, each such companies does not, and is not undertaking to, provide impartial investment advice or give advice in a fiduciary capacity.

Both John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York do business under certain instances using the John Hancock Retirement Plan Services name.

JH Enterprise® is a registered trademark of John Hancock Life Insurance Company (U.S.A.).

JH Signature™ is a trademark of John Hancock Life Insurance Company (U.S.A.) and is used under license by John Hancock Life Insurance Company of New York.

NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

MGTS-P34918-GE

This material is for Institutional/broker-dealer use only. Not for distribution or use with the public.

Load participants from Excel

PlanCheck allows you to upload your plan's participant data using either of these formats:

A simple Excel template (sample)
Your plan's Census file (CSV), for existing Group Annuity (Signature) plans only

For more information on the requirements for either format, please see the User Guide.

Select Excel or CSV file to load

Upload Results

Here are the results of the file upload:

File: file.csv
Participants loaded: 999
Rows with missing or invalid data: 999
Total rows found: 999

Error details:

These new participants should…

Are you sure you want to delete the record for Smith, John?

Assumptions

Here are the assumptions used when projecting your participants' retirement outcomes.

Default Retirement Age

Annual Rate of Return

Annual Inflation Rate

Target Income Replacement Rate 100%

Include Social Security Benefit

Add a participant

* denotes a required field

First Name

Last Name

Either last name or Employee ID is required

Middle Initial

Employee ID

Either Employee ID or last name is required

State of Residence*

State of residence is required

Birth Date*

A valid birth date is required

Annual Salary* Hourly wage converter

Annual salary must be at least $100

Contribution Percent¹

Contribution Amount¹ per paycheck

Account type

Current Balance

Language

1. Note that all contributions are capped by the IRS and plan contribution limits.

This is a definition of the term