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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Need Access?

If you would like to access your Jefferson Healthcare employee account(s) online but do not have login 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 July 1, 2020.

Due to coronavirus concerns, there will be no open enrollment meetings held at Jefferson Healthcare.

We encourage you to enroll online using the link below.

Applications must be received by Human Resources or completed online no later than Tuesday, June 30, 2020.

If you have specific questions about risk/allocation, please call to schedule a phone call with Stephanie.

Pick up an enrollment kit in HR or 

  Enroll Online  

Stephanie Gale CFP

Contact advisor Stephanie Gale to learn about the Jefferson Healthcare retirement plans and, during your meeting, she can help you fill out your application.

Need Help with Enrollment?

If you need assistance with your enrollment form, 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 it, 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!