401(k) Fridays Podcast

The idea of changing workplace retirement plan recordkeepers, or going through a "conversion" in retirement plan lingo, can be a daunting and stressful proposition if you are not familiar with the process.  If it has been a little while since you changed recordkeepers or if you just never had the pleasure, my conversation today with Tom Dennis, Director and Head of Defined Contribution Implementation Services for John Hancock should be helpful.  We tackle head on some of the most common concerns and misperceptions such as the need to make a change on January 1st, how long blackout periods last, what happens to your employees’ money during a conversion and much more! We will also leave you with several strategies to help you take the mystery and stress out of the process so that your upcoming or next record keeping change can dare I say, be as close to seamless as possible! Guest Bio Tom Dennis is Director, Defined Contribution Implementation for John Hancock Retirement Plan Services (JHRPS), a position he hel