
Debi Maguire
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Recent activity by Debi Maguire-
What is Form 8955-SSA and what is its purpose?
The Form 8955-SSA is used to satisfy the reporting requirements of Internal Revenue Code Section 6057(a). The “SSA” stands for Social Security Administration, and the purpose of the form is to reu...
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My Plan is Top-heavy, now what?
The Top-heavy determination compares the account balances of Key Employees to those of Non-Key Employees. If the sum of all Key Employee balances exceeds 60% of the total balances in the entire pla...
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Under the SECURE Act, Who Will Be Classified as a Long-term Part-time Employee (LTPT)?
Under the SECURE Act, the term long-term part-time employee or LTPT is any employee who, in each of the last three consecutive years (long-term), worked at least 500 but less than 999 hours (part-t...
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What is a Mutual Fund?
A mutual fund is a type of investment vehicle that pools money from multiple investors and uses that money to purchase a diversified portfolio of stocks or bonds. These funds are managed by profess...
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How Do I Change My Contribution Rate?
For a short video demonstrating the processes, please visit How to Change Your Contribution Rate You may change your contribution rate at any time using your participant account at Jocelyn Pension ...
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Bingo, anyone?
What better way to get excited about saving for your future than playing a round of 401(k) Bingo with your coworkers? Click here!
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JPC 401(k) Memes!
Here are some 401(k) memes our team created for a holiday contest! And The WINNER!
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What is a Target Date Fund?
A Target Date Fund is a type of mutual fund, where a team of experts provide an allocation to maximize an investor's returns by a specific date. This specific date is the “target date”, which typic...
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How Do I Transfer Funds to My Personal Choice Retirement Account (PCRA)?
To transfer funds to a Personal Choice Retirement Account (PCRA) you must first open an account at Charles Schwab Trust Bank that is associated with your retirement Plan. For instructions on openi...
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Summary Annual Report - Overview, and Distribution
What is a Summary Annual Report (SAR)? A summary annual report (SAR) is a document required under the Employee Retirement Income Security Act (ERISA) that summarizes the information reported on th...