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.
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.