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Recordkeeping Partners

John Hancock USA
John Hancock USA is a retirement plan solution designed especially for small-business retirement plans. The program is available to Start-Up Plans (with 5 participants), and Takeover Plans (with 5 participants).
Through John Hancock USA, plans receive recordkeeping services directly from John Hancock and administration services from Hayashi & Wayland Retirement Plan Services.
Types of Plans available on John Hancock USA:
Other types of Plans available in John Hancock USA pooled accounts:
ING
ING is a retirement plan solution designed especially for small-business retirement plans. The program is available to:
- Start-Up Plans
- Takeover Plans
Through ING, plans receive recordkeeping services directly from ING and administration services from Hayashi & Wayland Retirement Plan Services.
Types of Plans available on ING:
Other types of Plans available in ING pooled accounts:
Nationwide
Nationwide is a retirement plan solution designed especially for small-business retirement plans. The program is available to Start-up Plans and Takeover Plans
Through Nationwide, plans receive recordkeeping services directly from Nationwide and administration services from Hayashi & Wayland Retirement Plan Services.
Types of Plans available at Nationwide:
- 401(k) Plans
- 403(b) Plans
- Profit Sharing, including Traditional, Integrated, Age Weighted, and New Comparability (Cross Tested) allocation formulas.
- Money Purchase
Contact Retirement Plan Services
Not sure which record keeping option is best for your situation? If so, then contact our retirement plan professionals to determine the options for your plan. For additional information on our retirement plan services please contact Steve Shearn at 831-759-6300, or click here to email Steve.