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  1. Jocelyn Pension Consulting
  2. Plan Sponsor Resources

Plan Sponsor Resources

Plan Sponsor Resources

JPC Website Activities

  • Plan Sponsor First Time Log In Instructions
  • Resetting your Sponsor Password Online
  • How Do I Add A New Employee?
  • How do I Provide Approval For An Online Distribution or Loan Request?
  • Understanding and Utilizing Transaction History on the Sponsor website to view Contributions, Distributions, Fees and More.

Payroll Processing

  • Best Practices for Payroll Uploads
  • My Payroll Contribution Totals are Incorrect on My Payroll Upload. How Do I Delete My Payroll and Start Over?
  • How do I Print a Contribution Rate Change Report?

Form & Reports

  • Creating Custom Reports via your Plan Sponsor website.
  • Avoid Overcontributions – Monitor Participant YTD Contribution Totals.
  • How to Utilize Your Plan Resource Guide

Charles Schwab Trust Bank

  • How do I review and approve a disbursement on Schwab Retirement Center?
  • How do I view my Plans Contribution History?
  • How do I reset my password on Schwab Retirement Center?

Compliance

  • Form 5500 - Basics, Deadlines, and Filing
  • Summary Annual Report - Overview, and Distribution
  • What is Form 8955-SSA and what is its purpose?
  • True-Up Matching Contributions
  • My Plan is Top-heavy, now what?
  • What to Expect When Expecting an Annual Plan Audit

SECURE Act

  • Under the SECURE Act, Who Will Be Classified as a Long-term Part-time Employee (LTPT)?

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