Debi Maguire
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Recent activity by Debi Maguire-
What Are the Annual 401(k) Contribution Limits?
To View Current 401(k) Contribution Limits, Click Here.
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How To Request A Distribution after Termination
For a short video demonstrating the processes, please visit: How to Request A Distribution Distributions can be requested online via your account with Jocelyn Pension Consulting. Distributions can...
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Traditional Vs. Roth 401(k) Contributions
Your retirement may plan offers two savings options: Traditional (Pre‐Tax) 401(k) and Roth (After‐Tax) 401(k). Each option can offer significant tax advantages to some taxpayers. But who? The ans...
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Resetting Your User ID and Password Online
If you have forgotten your User ID or password, or you receive a message that your credentials are incorrect, you can quickly and easily reset your account online at Jocelyn Pension Consulting. Fro...
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How Do I Move Money without Changing My Investment Elections?
You can move the funds in your 401 (k) account to new investments without changing your investment elections in your participant account at Jocelyn Pension Consulting. Once you have logged in: Fro...
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What are Catch-Up contributions and when am I able to make them?
For individuals aged 50 and above, catch-up contributions offer a unique opportunity to save additional money for their retirement on a tax-advantaged basis. The increase is designed for the saver ...
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What is Form 8955-SSA and what is its purpose?
The Form 8955-SSA is used to satisfy the reporting requirements of Internal Revenue Code Section 6057(a). The “SSA” stands for Social Security Administration, and the purpose of the form is to reu...
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How Do I Add A New Employee?
The easiest way to add an employee to our system is to include them on your next payroll upload. If you need to add an employee prior to uploading the next payroll file, you can easily do so using ...
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What is a Beneficiary?
For 401(k)s accounts, your beneficiary is the person or organization you choose to receive the earnings in your 401(k) Plan if you were to pass away. There are two types of beneficiaries you can na...
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How Do I Open A Personal Choice Retirement Account (PCRA)?
Some Plans allow the option for you to open a Personal Choice Retirement Account (PCRA) with Charles Schwab Trust Bank. If your Plan allows for PCRA's, setting up an account is quick an easy! F...