Debi Maguire
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Recent activity by Debi Maguire-
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...
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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,...
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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...
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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...
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JPC 401(k) Memes!
Here are some 401(k) memes our team created for a holiday contest! And The WINNER!
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What is a Target Date Fund?
A Target Date Fund is a type of mutual fund, where a team of experts provide an allocation to maximize an investor's returns by a specific date. This specific date is the “target date”, which typic...
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Form 5500 - Basics, Deadlines, and Filing
What is the Form 5500 series (Form 5500/SF/EZ) filing requirements for my plan? The Form 5500 Series is documentation designed to satisfy the annual reporting requirements under Title I and Title I...
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How Do I Enroll In My 401(k) Plan?
For a helpful video demonstrating this process, please visit: How to Enroll in Your 401(k) Plan through Jocelyn Pension's iJoin Enrollment You can enroll in your Plan's 401(k) Account online at any...
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When Can I Start Contributing to My 401(k) Plan?
In order to start contributing to your 401(k) Plan, you will need to satisfy the eligibility requirements to participate as outlined by your specific Plan. Once you have satisfied those requiremen...
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How do I review and approve a disbursement on Schwab Retirement Center?
Participant distribution and loan final fund disbursement from the Plan, as well as any Plan fees, must be reviewed and approved by a Plan Sponsor at Schwab Retirement Center. Once you have logg...