There are numerous custom Reports that can be generated via your Sponsor account with Jocelyn Pension Consulting. This guide will help you select the right report to gather the data you need!
From your Sponsor dashboard, go to the Forms & Reports menu and select Reports.
Under Report Selection, you will see all the reports available for your Plan. Simply click on any report and enter the appropriate Options for the data you would like returned:
Divisions: If your Plan has multiple divisions you can choose the appropriate division.
Select employees: Reports can be run on All Employees or you can select an individual Employee.
Select export file type: Reports can be downloaded in Adobe Acrobat PDF; Excel; Text Ascii; Word.
Available plan years: Reports can be run for the current year or for a previous Plan year.
From To Dates: Reports can be run for a specific date or an applicable date range.
Contribution Rate Changes
The Contribution Rate Changes report provides information regarding any contribution rate changes requested by participants during a selected time frame. We recommend sponsors run this report prior to processing payroll to confirm all requests have been received.
YTD Participant Contribution Totals
The YTD Participant Contributions Totals report provides the Year To Date totals for every participant detailing their Employee Deferral and Employer Deferral amounts. The From and To Date should be the current date.
Balance Report Per Participant
The Balance Report per Participant report provides the current Ending Balance for all participants in the plan. The From and To Date should be the current date.
Participant Deferral Elections
The Participant Deferral Elections report details the current deferral elections for every participant in the plan. The From and To Date should be the current date.
The Loan Summary report provides a summary of all loan payments made during a specified date range.
Next Payment Due Report
The Next Payment Due Report documents the next payment due for any participant with an existing loan. Expand your From and To dates to capture loan data on participants who are behind on their loan payments.
Standard Participant Statement Certificate incl PPA
The Standard Participant Statement Certificate incl PPA report creates a participant statement for each participant for the date range specified.
You can also view reports that have already been uploaded or created for your benefit. From the Generate or View Reports dropdown menu, select View Reports.
Use the Filter Column and Filter Value drop-downs to select specific reports such as Month Performance Reports, Quarterly Sponsor Reports, or Contribution Rate Change Reports.