Debi Maguire
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Recent activity by Debi Maguire-
How Long Will My Distribution Take to Process?
Once your distribution request has been received by our team, we will review the request to determine if it is in good working order. If items such as signatures, appropriate account numbers, or a...
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Setting up Multi-Factor Authentication for the Participant Website
When logging onto your Participant dashboard at Jocelyn Pension Consulting for the first time, you will be required to set up Multi-Factor authentication. Upon logging in you will receive the foll...
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My Plan is Top-heavy, now what?
The Top-heavy determination compares the account balances of Key Employees to those of Non-Key Employees. If the sum of all Key Employee balances exceeds 60% of the total balances in the entire pla...
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I am rolling over Roth funds, how do I complete page 3 of the direct rollover form?
Because Roth funds are taxed differently than Pre-Tax funds, we need a little more information when posting those funds to your account. If you are rolling Roth funds into your current Plan you wi...
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How Can I See My Payroll Contributions?
You can see payroll contributions on your participant account at Jocelyn Pension Consulting. On your participant dashboard, scroll to the Recent Activity section. Payroll contributions are listed...
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Why is the Distribution Processing Time 10 Business Days?
Processing distributions can take up to 10 business days as there are many steps involved in processing your distribution request. Before we can liquidate your investments to fund the distributio...
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Accessing Quarterly Statements and Printing Custom Statements
You can obtain a copy of your Quarterly 401(k) Plan Statements at any time, by visiting your participant account at Jocelyn Pension Consulting and selecting the "Log In" button. From your particip...
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What to Expect When Expecting an Annual Plan Audit
When is a 401(k) Plan Audit required? Generally, a plan must be audited when it has more than 120 eligible plan participants, including those who have terminated with a remaining vested balance in ...
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Can I Rollover Funds Into My Account If I Am No Longer Employed with the Company that Manages My 401(k) Plan?
No. Once you have terminated employment with the Company that manages your 401(k) Plan you are no longer able to rollover funds from another account into the Plan. However, you still have access ...
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How Can I See How Much I Have Contributed Year To Date?
You can view your year to date contribution on your participant account at Jocelyn Pension Consulting. On your participant dashboard, scroll to the My Portfolio section. From the View dropdown,...