Jeff Bograd is the Vice President, Senior ERISA Consultant for John Hancock Retirement Plan Services and has been with the company for more than 28 years. In this role, Jeff serves as a technical resource to John Hancock’s client service and sales teams, plan sponsors and financial advisors on complex compliance matters and optimal plan design. He provides ERISA and fiduciary training classes to John Hancock employees, plan sponsors and financial advisors and speaks at industry conferences on legislative and regulatory matters and achieving financial independence through plan design.

Prior to his current role, Jeff managed the ERISA Consulting Group, served as an ERISA Consultant and managed the ERISA Compliance Department, responsible for all compliance testing, Forms 5500, and IRS and DOL plan audits. Jeff received a B.A. in Economics, cum laude, from Middlebury College. In addition, he is a Registered Representative and maintains his FINRA Series 6 and 63 registrations. Outside of work, Jeff enjoys reading about behavioral economics and personal finance, and playing and coaching lacrosse.