How to Utilize Your Plan Resource Guide

Your Plan Resource Guide is designed to serve as a centralized reference tool for the Plan Sponsors, offering valuable insights, step-by-step instructions, and best practices.  Your Plan Resources Guide covers a wide range of easily accessible topics including Plan Contacts, Enrollment and Distribution information, Payroll Upload instructions, and more!

To access the Your Plan Resource Guide, simply login to your Plan Sponsor account at Jocelyn Pension Consulting. From your dashboard, under the Forms & Reports menu select Forms.

Your Plan Resource Guide will be the first file at the top of your Forms.  Select the file to automatically download it

Once you have opened Your Plan Resource Guide, click on the menu icon in the upper left-hand corner to display the documents outline button, and then click on the document outline button to display helpful bookmarks to navigate the document.  Once downloaded, the bookmarks will display automatically.