What types of retirement accounts can I rollover to my account with Jocelyn Pension Consulting?

To determine the types of retirement accounts you can rollover to your account with Jocelyn Pension Consulting, you will need to review the Summary Plan Description for your Plan.

You can access the Summary Plan Description via your participant account at Jocelyn Pension Consulting.  From your dashboard select the Forms & Reports menu and then Annual Notices, Forms & Fee Disclosures.

In the Annual Notices, Forms and Fee Disclosures window, expand the Form Group: Disclosures & Plan Documents and then select Summary Plan Description.  The file will automatically download.

For information regarding Rollover from Other Plans, reference Appendix B at the end of the document to see what types of rollovers the Plan accepts.