Retirement Plan Choices

Make no mistake about it, the rules governing retirement plans are complex and often confusing. We've all heard the terminology; 401(k), 403(b), 457, Profit Sharing, Money Purchase, Defined Benefit. But what do they really mean and how do they relate to your company?

That's where Hayashi & Wayland Retirement Plan Services comes in. You don't need to be an expert in retirement plans. We are. Our consultants will guide you through the maize of retirement plan choices. We'll take the time to understand your unique business structure and tailor a plan that meets your needs. When we're done, you'll have a State of the Art plan powered by ING that is just what you need…..and it won't cost an arm and a leg.

Its simple. You don't need to gather a lot of data to see if our John Hancock Plan will work for you. Just call (1-831-759-6336) or E-mail us. In a matter of minutes our experienced consultants can analyze your situation and determine how we can help you.

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Consulting, Plan Administration & Record-Keeping

  • Plan design and set up services
  • Ongoing plan consulting services
  • Participant enrollment services
  • Signature-ready plan documents
  • IRS/DOL mandated compliance testing and reporting
  • Daily account valuation and online participant statements
  • Plan and participant level accounting
  • Loan modeling and processing
  • Distribution processing and all related IRS reporting

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Investment Options

The John Hancock Plan offers a broad selection of investment choices from some of the leading mutual fund families. In addition, participants can select a professionally managed portfolio that helps simplify the decision making process. Participants can do their own research online or speak directly to the plan's investment advisor. Either way, your plan participants will have all the information and fund choices to customize a retirement portfolio that meets their individual needs.

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Plan Access

Full plan access anytime - 24 hours a day, 7 days a week.

Plan sponsors can manage all aspects of their 401(k) plan:

  • Review or update participant data
  • Process contributions and rollovers
  • Review plan documents and reports

Plan participants also enjoy around-the-clock-access, allowing them to:

  • View account details
  • View Investment option information
  • View detailed retirement account statements
  • Create a personalized Action Plan
  • Take a risk quiz to help determine their risk tolerance
  • Change their name and password
  • Use interactive planning tools and view articles from major financial publications.
  • Enroll online

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Educational & Investment Tools

Enrollment & Investment Services
Our team of enrollment professionals makes sure employees understand the benefit of saving for retirement.

Education Services
The enrollment process is designed to educate employees about the available investment choices.

Enrollment & Investment Services
Each employee receives a comprehensive enrollment brochure that contains all fund information, planning tools and enrollment forms.

Management Portfolios
To simplify the employee’s decision-making process, all plans offers Lifestyle or Lifecycle funds.

English or Spanish
Enrollment kits and our enrollment/educational services are offered in English or Spanish.

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