Debi

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Activity overview

Latest activity by Debi
  • Debi created an article,

    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: ...

  • Debi created an article,

    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...

  • Debi created an article,

    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...

  • Debi created an article,

    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,...

  • Debi created an article,

    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...

  • Debi created an article,

    What are Catch-Up contributions and when am I able to make them?

    For individuals aged 50 and above, catch-up contributions offer a unique opportunity to save additional money for their retirement on a tax-advantaged basis. The increase is designed for the saver ...

  • Debi created an article,

    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...

  • Debi created an article,

    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...

  • Debi created an article,

    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...

  • Debi created an article,

    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...