Plan Sponsors provide initial approval for participant online distribution or loan requests via their sponsor account at Jocelyn Pension Consulting. To approve a request, from the Sponsor dashboard
In the Transaction Request Approval window, you will see a list of all pending requests. Click on the View link under Transaction Summary or Payment details to see the details of the request.
Transaction Summary:
Payment Details:
To approve the request, select Approve from the Approve/Cancel request drop-down and then Submit.
A message will display confirming that approval has been received.
To view previously approved directives, under Current status, select Approved and then Get Results.
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