Debi Maguire
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Recent activity by Debi Maguire-
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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How Do I Change My Investment Elections?
You may change your investment elections and/or portfolio online at any time via your participant account with Jocelyn Pension Consulting. From your Dashboard select Manage Investments from the Acc...
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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 of Employment
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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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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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...
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Can I Take A Hardship Distribution?
Although not required, a retirement plan may allow participants to receive hardship distributions. A hardship distribution from a participant’s account can only be made if the distribution is both:...
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What is a Personal Choice Retirement Account (PCRA)?
A Personal Choice Retirement Account (PCRA) is a self-directed brokerage account (SDBA) managed through Charles Schwab Trust Bank that resides within your employer-sponsored retirement plan. I...
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My Payroll Contribution Totals are Incorrect on My Payroll Upload. How Do I Delete My Payroll and Start Over?
When uploading your payroll to Jocelyn Pension Consulting, if you get to the Total/Funding page and notice that your Total Payroll Deposit amount is incorrect, you can delete the file that you uplo...