Debi Maguire
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Recent activity by Debi Maguire-
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...
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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 ...