Debi Maguire
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Recent activity by Debi Maguire-
Best Practices for Payroll Uploads
The following are best practice suggestions for ensuring that your payroll uploads to Jocelyn Pension Consulting are error-free: Participant Eligibility: if you have questions regarding participan...
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How do I view my Plans Contribution History?
You can view your Plans current and previous contribution history using your online account at Schwab Retirement Center. If you need login credentials, or if you are locked out of your account, pl...
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Plan Sponsor First Time Log In Instructions
During your onboarding process, you will receive log in credentials for your Plan Sponsor account at Jocelyn Pension Consulting. To access your Plan Sponsor account, go to www.jocelynpension.com. ...
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How Do I Update My Name On My Participant Account?
Participant name changes cannot be made online on your participant account at Jocelyn Pension Consulting. To update your name, please contact your Plan Administrator. Note, they will also need to...
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How do I roll another retirement account into my account with Jocelyn Pension Consulting?
Consolidating your retirement accounts is easy and we are here to help with any questions! To start the process, login to your account at Jocelyn Pension Consulting for rollover instructions that...
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Can I Make an Investment Election Outside the Menu of Choices for My Plan?
Your Plan may offer a Personal Choice Retirement Account (PCRA) which is a brokerage account through Charles Schwab Trust Bank that provides participants with a broader range of investments. With ...
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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...