FINANCIAL WELLNESS
NAPA FIRM PARTNERS
JOHN HANCOCK RETIREMENT PLAN SERVICES
EDUKATE ORLANDO, FL • EDUKATE.COM
BOSTON, MA • JHRPS.COM/WELLNESS
KEY CONTACTS
KEY CONTACTS
Gerry Hollis • 913.788.0284 • gerry@edukate.com Heather Gilletti • 407.204.1214 • heather@edukate.com
To find your local holesaler, visit
FIRM PROFILE
PRIMARY MARKET(S) SERVED
t ohn ancock etirement lan ervices, e kno that no t o participants are alike—they all have unique retirement goals and li e challenges. Data driven financial ellness resources are integrated into our participant e perience to help them make better decisions about their money. Our e ible approach includes assessment, targeted education and guidance, and ull picture planning to provide participants ith a personali ed path to financial ellness that emphasi es the importance o managing debt, spending and saving priorities today, hile saving or tomorro . We’re committed to building retirement plan programs that put the needs o participants first and help employees achieve financial security.
NO. OF EMPLOYER-CLIENTS/ PARTICIPANTS SERVED As of 6/30/18
0 50 employees • 50 100 employees • 100 500 employees 500 1,000 employees • 1,000 to 5,000 employees More than 5,000 employees
TOTAL SUPPORT STAFF
NO. OF EMPLOYER-CLIENTS/ PARTICIPANTS SERVED As of 6/30/18
FIRM PROFILE
dukate amplifies financial ellness e orts through data driven insights and solutions. Our plat orm drives ser engagement, scales ith any si e organi ation, and integrates ith your e isting benefit providers and other rd party solutions to meet individual needs. We are a one stop destination or employees, providing guidance or challenges they are currently acing, and connecting them ith the employer benefits that matter to them most all hile cultivating a culture o positive financial a areness. earn more at dukate.com. 500 1,000 employees • 1,000 to 5,000 employees More than 5,000 employees
00
PRIMARY MARKET(S) SERVED
,000
11
5 ,
FOCUS AREAS SUPPORTED
2,
,2
TOTAL SUPPORT STAFF
• ocus on outcomes retirement readiness • debt management reduction • establishment o emergency savings reserves • budgeting • financial literacy
10 dedicated to financial ellness
FOCUS AREAS SUPPORTED
• ocus on outcomes retirement readiness • debt management reduction • establishment o emergency savings reserves • budgeting • financial literacy
Other Services • dukate plat orm eatures benefits integration, a high level o personali ation based o o employee data and company co branding • mployer vie allo s employers to learn about the most prominent financial stressors o their employees to design appropriate campaigns and communications • llo s employers to run ra es and leaderboard style competitions • Open architecture allo s integration o available employee benefits onto the plat orm, such as 401 k , , , student loan benefits etc.
Other Services inancial Wellness ssessment
ADVISOR SUPPORT SERVICE (S)
Whatever your advisory model, e’ve got you covered. Whether you speciali e in robust participant engagement strategies—or provide targeted financial planning to a subset o employees—our e ible tools, curriculum, and reporting can help you enhance your financial skills and confidence across the ull participant population. Together, e can help make financial ellness an integral part o the participant e perience, helping participants succeed today hile they build or tomorro . We provide you ith a ide range o financial ellness oriented data to help you understand participant needs, marketing materials and tools to assist you, and resources to complement your o n approach.
ADVISOR SUPPORT SERVICE (S)
dukate has a devoted team or dvisors in addition to custom marketing assets to support any e orts.
OTHER DIFFERENTIATING FACTORS
dukate s plat orm o ers e ective gamification tools or increased ser engagement and an open architecture that is agnostic to both product and content.
144 NAPA BLACK BOOK
BB_WIN18_140-151_FinancialWellness.indd 144
.buildyour401kbusiness.com
2018
11/27/18 9:55 AM