Tessa Prescott's Salesforce 401(k) has had no contributions for 90 days

Tessa Prescott · Mass Affluent · 30-39 · Columbus, OH · Advisor Sam Kowalczyk

Why it fired

$140,467 sits in a Salesforce 401(k) at John Hancock. Payroll from this employer has stopped, so the plan is likely from a previous job.

Rule: An employer plan with no contributions for 90 days or more, often after an employer change.

John Hancock 401(k) balance

Evidence (1)

Reported balance
Nov 12, 2026 · John Hancock 401(k)
$140,467

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Offer a rollover review

“Tessa, your Salesforce 401(k) hasn't had new contributions in a while. Old plans are easy to forget. Want to look at whether rolling it over would give you more control and lower costs?”

A prompt for a conversation, not financial advice.

Status: New

View profile

Income Change
Tessa Prescott has a new recurring deposit of $6,400 from Rental income: Oak St property
1d agoNew$76.8K
$76.8K
Retirement Gap
Tessa Prescott is on pace to miss about $1,707 of employer match this year
Aug 22Sent to CRM$1,707
$1,707

$140,467 sits in a Salesforce 401(k) at John Hancock. Payroll from this employer has stopped, so the plan is likely from a previous job.

Offer a rollover review

More for Tessa Prescott

$140,467 sits in a Salesforce 401(k) at John Hancock. Payroll from this employer has stopped, so the plan is likely from a previous job.

Offer a rollover review

More for Tessa Prescott