Debi Maguire
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Recent activity by Debi Maguire-
What is a Beneficiary?
For 401(k)s accounts, your beneficiary is the person or organization you choose to receive the earnings in your 401(k) Plan if you were to pass away. There are two types of beneficiaries you can na...
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How Do I Open A Personal Choice Retirement Account (PCRA)?
Some Plans allow the option for you to open a Personal Choice Retirement Account (PCRA) with Charles Schwab Trust Bank. If your Plan allows for PCRA's, setting up an account is quick an easy! F...
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How do I Print a Contribution Rate Change Report?
For a short video demonstrating the processes, click HERE A payroll best practice is to always print a Contribution Rate Change report prior to processing payroll. You can print a participant Cont...
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What are the criteria requirements for my User ID and Password?
The criteria requirements for your User ID and Password for your participant account at Jocelyn Pension Consulting are as follows: Your User ID and Password cannot be the same as your social secur...
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How do I update my Beneficiary?
You can update your beneficiary at any time by logging in to your account at Jocelyn Pension Consulting. From the participant dashboard, click on the gear icon in the upper right-hand corner of th...
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How long will it take for my rollover funds to post to my account with Jocelyn Pension Consulting?
Once you have notified us that your rollover funds are coming, we will monitor your Plan's 401(k) account for those funds. You will receive an email confirmation once your funds have been received...
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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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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...
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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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How do I Provide Approval For An Online Distribution or Loan Request?
Plan Sponsors provide initial approval for participant online distribution or loan requests via their sponsor account at Jocelyn Pension Consulting. To approve a request, from the Sponsor dashboar...