Debi Maguire
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Recent activity by Debi Maguire-
Options for Distributing your 401(k) balance from the Plan upon Termination
Generally, you have four options for handling your retirement account once you terminate employment: Leave your account in your former employer's plan (if your account balance is greater than $5,0...
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Setting up Multi-Factor Authentication for the Participant Website
When logging onto your Participant dashboard at Jocelyn Pension Consulting for the first time, you will be required to set up Multi-Factor authentication. Upon logging in you will receive the foll...
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What Are the Annual 401(k) Contribution Limits?
To View Current 401(k) Contribution Limits, Click Here.
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Accessing Quarterly Statements and Printing Custom Statements
You can obtain a copy of your Quarterly 401(k) Plan Statements at any time, by visiting your participant account at Jocelyn Pension Consulting and selecting the "Log In" button. From your particip...
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How Soon After My Payroll Pay Date Will I See My 401(k) Contributions?
Plan Sponsors typically send payroll data to us within 1 to 2 business days after the payroll pay date. Once the data is received, contributions will be posted to and visible on your account at Jo...
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How Can I See My Payroll Contributions?
You can see payroll contributions on your participant account at Jocelyn Pension Consulting. On your participant dashboard, scroll to the Recent Activity section. Payroll contributions are listed...
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How Can I See How Much I Have Contributed Year To Date?
You can view your year to date contribution on your participant account at Jocelyn Pension Consulting. On your participant dashboard, scroll to the My Portfolio section. From the View dropdown,...
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Why is the Distribution Processing Time 10 Business Days?
Processing distributions can take up to 10 business days as there are many steps involved in processing your distribution request. Before we can liquidate your investments to fund the distributio...
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How Long Will My Distribution Take to Process?
Once your distribution request has been received by our team, we will review the request to determine if it is in good working order. If items such as signatures, appropriate account numbers, or a...
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Traditional Vs. Roth 401(k) Contributions
Your retirement may plan offers two savings options: Traditional (Pre‐Tax) 401(k) and Roth (After‐Tax) 401(k). Each option can offer significant tax advantages to some taxpayers. But who? The ans...