Debi Maguire
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Recent activity by Debi Maguire-
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...
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What types of retirement accounts can I rollover to my account with Jocelyn Pension Consulting?
To determine the types of retirement accounts you can rollover to your account with Jocelyn Pension Consulting, you will need to review the Summary Plan Description for your Plan. You can access th...
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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 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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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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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...
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I am rolling over Roth funds, how do I complete page 3 of the direct rollover form?
Because Roth funds are taxed differently than Pre-Tax funds, we need a little more information when posting those funds to your account. If you are rolling Roth funds into your current Plan you wi...
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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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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...