Accessing Quarterly Statements and Printing Custom Statements

You can obtain a copy of your Quarterly 401(k) Plan Statements at any time, by visiting your participant account at Jocelyn Pension Consulting and selecting the "Log In" button.  From your participant dashboard, from the “Forms & Reports” menu bar select “eStatements”.  Note, if you have not previously enrolled in the plan, you will need to do so prior to accessing statements.

Select "View Current Statements" to see the most recent statements published.  New statements are typically published by the 15th of the month following the end of the previous quarter.

You also have the ability to print a custom statement for a specific timeframe.

• From the menu bar select "Forms & Reports" and then "Reports"

• In "Create Reports,” from the “Section Reports” box select “Standard Participant Statement Certificate incl. PPA”
• Choose the Plan Year in the “Available plan years” box for the Plan Year during which your report period applies;
• Enter a date range for your report.
• Select “Get Results” to generate your report.

• A pop-up box will direct you to open and save or print your Report.