Why Can’t I Find the Loans & Distributions Tab to Request My Online Distribution?

You can request a distribution from your previous 401(k) Plan via your participant account with Jocelyn Pension Consulting.  However, if you have not previously completed the New Employee Enrollment process, the Loans and Distributions menu will not appear on your dashboard.

Note, even though you are not a 'New Employee', enrollment in the plan is an administrative step that is required to be completed in order to gain access to your full dashboard, including the Loans and Distributions menu.  Enrolling in the Plan does not affect your vested balance.

To complete enrollment, select iJoin Goal-Based Retirement Income.  For detailed instructions on how to enroll, visit: How Do I Enroll In My 401(k) Plan?

Once you have fully completed the New Employee Enrollment, either refresh your browser or log out of your account and log back in, to allow for the website to update.  The Loans and Distributions menu should now display on your dashboard.  For instructions on how to request your distribution online, visit: How To Request A Distribution after Termination.