Can I Make an Investment Election Outside the Menu of Choices for My Plan?

Your Plan may offer a Personal Choice Retirement Account (PCRA) which is a brokerage account through Charles Schwab Trust Bank that provides participants with a broader range of investments.  With a PCRA, participants can select from among thousands of mutual funds, individual stocks, exchange-traded funds, bonds and other fixed-income products.

To determine if your Plan allows for PCRA's, log in to your account at Jocelyn Pension Consulting.  From the participant dashboard, select the Forms & Reports menu and then Annual Notices, Forms & Fee Disclosures.

If your Plan allows for PCRA's, PCRA Login Instructions will be located under the Participant Forms menu.