Licensed advisors offer comprehensive support from retirement planning and beyond.
Financial advice that’s professional, personal, and practical
Strengthen your group retirement offering, elevate the value you bring to sponsors, and grow your plan.
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Grow your book of business See how PlanRight complements your offering.
Download the PlanRight advisor guide -
Bring more value to plan sponsors Find resources to share with plan sponsors.
Visit your clients’ experience -
Empower your members See how PlanRight sets members up for success.
Download the PlanRight overview
A strategic extension of your business
PlanRight® strengthens your value by giving members personalized, expert financial guidance while giving you more time to lead the strategy, oversight, and governance of your plan. By bringing PlanRight into your toolkit, you can help members make clearer financial choices while opening the door to new growth opportunities.
Members receive one-on-one support that's tailored to their needs.
Turnkey adoption that’s easy to integrate into your group retirement plan.
Your partner in growing your group retirement offering
When members work with a Manulife advisor, they’re more likely to engage with their plans and make more confident financial decisions. This can mean higher contributions that can lead to larger balances and stronger plan performance.
How PlanRight complements your plan:
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Preserves your compensation You continue to earn compensation for assets transferred and invested within the group retirement plan.
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Strengthens your client relationships Manulife advisors work directly with members so you can stay focused on the bigger picture.
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Fuels business growth Deeper member engagement can help drive higher contributions, larger balances, and healthier plan cash flow.
The impact of advice on members¹
Members who work with a Manulife advisor contribute 60% more to their plans on average.
Members with a Manulife advisor are 71% more likely to enroll in additional plans.
Members with a Manulife advisor are 2x more likely to register for Manulife ID.
See what members say about PlanRight²
“My advisor provided all the details upfront and empowered me to make confident, well informed decisions. He proactively shared information and options, so I never felt in the dark.”
- Lori MacPherson
A partnership that can bring success to you, your sponsors, and members
PlanRight is built to make retirement planning better for everyone. It helps you grow, streamlines processes for sponsors, and helps members prepare for their financial futures.
Partnering with you
Strengthening your group retirement offering while helping you grow.
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Strengthens your strategic role PlanRight supports member activity while helping to boost your compensation so you can focus on high‑value strategy.
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Offloads member-level advice Manulife advisors offer one-on-one member guidance, giving you more time for plan design, governance, and legislative priorities.
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Improves your plan’s outcomes and supports your AUM Stronger contribution behaviour and healthier cash flow help grow plan assets that increase AUM and reward opportunities.
Supporting plan sponsors
Helping sponsors offer retirement plans that support stronger, more sustainable outcomes.
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Easy to implement and included in group retirement plans PlanRight fits into existing plans with no extra setup, making it simple for sponsors to support their members.
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Manulife oversees regulatory requirements From advisor licensing to compliance obligations, Manulife or its affiliates oversee the regulatory requirements of offering advice.
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Promotional materials to help drive engagement Ready‑to‑use materials make it easy for sponsors to promote PlanRight and engage members.
Empowering members
Building members’ financial futures and helping them retire with confidence.
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Holistic, impartial advice tailored to members’ goals Members receive personalized, impartial guidance designed to help them navigate their financial priorities.
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Human-centered advice that enhances financial literacy Supporting members through clear, personal conversations that strengthen financial understanding and plan engagement.
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Lifelong, multilingual support for members and their families Manulife advisors offer ongoing guidance in multiple languages, ensuring support is accessible for members and their families at every life stage.
Looking for resources to share with plan sponsors? Start here.
Got questions about offering advice in your group retirement plan?
As members contribute more and retain more assets, your plan’s overall AUM grows, helping you progress within the Advisor Rewards Program. Speak with your Manulife representative for details on how PlanRight contributes to reward eligibility.
No. PlanRight is designed to complement your mandate. You continue to be compensated on in‑plan assets, while PlanRight deepens member engagement and supports plan growth.
Yes, it’s included and easy to adopt.
No, PlanRight advice is impartial and tailored to each members’ needs.
1 2024 Manulife internal system data. 2 Testimonial from Lori MacPherson reflects personal opinion based on their experience at the time provided. Individual experiences and outcomes vary and are not necessarily representative of all clients. No compensation or other incentive was provided for this testimonial.
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