Debi Maguire
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Recent activity by Debi Maguire-
How Do I Change My Contribution Rate?
For a short video demonstrating the processes, please visit How to Change Your Contribution Rate You may change your contribution rate at any time using your participant account at Jocelyn Pension ...
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Bingo, anyone?
What better way to get excited about saving for your future than playing a round of 401(k) Bingo with your coworkers? Click here!
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Summary Annual Report - Overview, and Distribution
What is a Summary Annual Report (SAR)? A summary annual report (SAR) is a document required under the Employee Retirement Income Security Act (ERISA) that summarizes the information reported on th...
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Can I Take A Hardship Distribution?
Although not required, a retirement plan may allow participants to receive hardship distributions. A hardship distribution from a participant’s account can only be made if the distribution is both:...
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What is a Personal Choice Retirement Account (PCRA)?
A Personal Choice Retirement Account (PCRA) is a self-directed brokerage account (SDBA) managed through Charles Schwab Trust Bank that resides within your employer-sponsored retirement plan. I...
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My Payroll Contribution Totals are Incorrect on My Payroll Upload. How Do I Delete My Payroll and Start Over?
When uploading your payroll to Jocelyn Pension Consulting, if you get to the Total/Funding page and notice that your Total Payroll Deposit amount is incorrect, you can delete the file that you uplo...
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How do I reset my password on Schwab Retirement Center?
To reset your password on Schwab Retirement Center, please give us a call at 866-840-6441 and we would be happy to assist you.
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Resetting your Sponsor Password Online
If you have forgotten your Sponsor password, you can quickly and easily update it online at Jocelyn Pension Consulting. From the login page, under Password select Forgot User ID or Password. I...
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How Do I Update My Mailing Address?
If your Plan allows, you can update your address 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-...
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What are the benefits of consolidating my retirement accounts?
While there are no limits to the number of retirement accounts or IRAs you can have, there are some real benefits to consolidating these separate accounts into one: Some of your old retirement acc...