Debi Maguire
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Recent activity by Debi Maguire-
How do I review and approve a disbursement on Schwab Retirement Center?
Participant distribution and loan final fund disbursement from the Plan, as well as any Plan fees, must be reviewed and approved by a Plan Sponsor at Schwab Retirement Center. Once you have logg...
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How Do I Enroll In My 401(k) Plan?
For a helpful video demonstrating this process, please visit: How to Enroll in Your 401(k) Plan through Jocelyn Pension's iJoin Enrollment You can enroll in your Plan's 401(k) Account online at any...
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Meet Lucy!
May we introduce Lucy! Lucy is a loving member of Rebekah's family, who is part of our participant services team! Name: Lucy (Lulu) McClearen Age: I year Born: June 8th, 2022 Adopted: August 23rd,...
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Meet Rosie!
May we introduce Rosie! Rosie is a loving member of Debi's family, our Director of Operations! Age: Roughly 4 years. Fun fact, when she was being adopted Debi was told that she was 8, but when Ro...
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Meet Tupac!
May we introduce Tupac! Tupac was Jocelyn Pension’s first Boulder employee back in 2007, and he has worked by Nick’s side nearly every day since. Name: Tupac Jocelyn Born: April 10, 2007 Adopted: ...
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How To Request A Distribution after Termination
For a short video demonstrating the processes, please visit: How to Request A Distribution Distributions can be requested online via your account with Jocelyn Pension Consulting. Distributions can...
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Can I Rollover Funds Into My Account If I Am No Longer Employed with the Company that Manages My 401(k) Plan?
No. Once you have terminated employment with the Company that manages your 401(k) Plan you are no longer able to rollover funds from another account into the Plan. However, you still have access ...
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Halloween 2023!
A few of the team members in our Boulder Office show off their Halloween style! Our Fantastic Team From Left to Right: Brendan: A Ceiling Fan! Renee: Mad Hatter Embry: Jack Skeleton Wendy: Taco T...
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How do I update my Beneficiary?
You can update your beneficiary at any time by logging in to your account at Jocelyn Pension Consulting. From the participant dashboard, click on the gear icon in the upper right-hand corner of th...
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True-Up Matching Contributions
What are they and why do we have to true-up? True-up contributions may be required when the Plan document specifies that the match is to be determined on an annualized basis, but the match had been...