Debi Maguire
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Articles
Votes on activity by Debi Maguire-
How Do I View My Rate of Return?
You can review your rate of return at any time by logging on to your Jocelyn Pension Consulting account. From your participant dashboard, choose the Performance menu and select Rate of Return. ...
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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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I Am Currently Employed with my Company and I Am interested in Withdrawing Funds From My Retirement Account. What are My Options?
Depending on the provisions of your retirement plan, you may have the option to request a loan, a hardship withdrawal, or an In-Service distribution while still employed with your current company. ...
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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...
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How Do I Move Money without Changing My Investment Elections?
You can move the funds in your 401 (k) account to new investments without changing your investment elections in your participant account at Jocelyn Pension Consulting. Once you have logged in: Fro...
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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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First Time Logging In To Your Account
Welcome! You may access account balance information, statements, investment elections, and other information regarding your account in the Plan by visiting Jocelyn Pension Consulting. To access a...
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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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What Are the Annual 401(k) Contribution Limits?
To View Current 401(k) Contribution Limits, Click Here.