JHC Retirement Accounts

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If you are a Jefferson Healthcare employee, Gale Investment Management is proud to be your Plan Advisor. Click the John Hancock logo below to access your workplace retirement plan account(s):

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You will need to log in to each account separately.

Need Access?

If you would like to access your Jefferson Healthcare employee account(s) online but do not have log-in credentials, you can register as a first-time visitor at the link above. You can also get a reminder of your username or password. Please have an account statement handy, as you will need the contract number. 


 

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> Learn how we keep your workplace retirement plan on course.


Upcoming Enrollment Meetings

The next enrollment period will be for January 1, 2019.
Applications must be received by Human Resources no later than Monday, December 31, 2018.

Pick up an enrollment kit in HR or 

 ​Enroll Online​ 

The next enrollment meetings are scheduled for:

  • Tuesday, December 11, 2018, 3pm - 5pm in the Puget Room
  • Thursday, December 13, 2018, 8am - 10am in the Courtyard Cafe
  • Tuesday, December 18, 2018, 11am - 1pm in the Puget Room

Location: Puget Room December 11 & 18
               Courtyard Cafe December 13

Stephanie Gale CFP

Drop in during these hours to meet with advisor Stephanie Gale and get set up with a new plan or discuss your investment choices.

Can't Attend?

If you can't attend one of the enrollment meetings offered each quarter, please call or email our office and we will email you specific instructions. It is helpful if you can pick up a hard-copy "enrollment kit" from your HR department.

Looking over charts during a meeting

 

Download the Financial Questionnaire

If you've contacted us about an individual consultation, we are happy to provide our required Financial Questionnaire here for your convenience.

Please download our confidential questionnaire, complete, and return to Gale Investment Management using one of the secure methods described on the last page.

​Financial Questionnaire PDF​ ​Financial Questionnaire Word​ 

We'll contact you to schedule your consultation once your questionnaire is received. Thank you!