Renee
- Total activity 4
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 0
Articles
Recent activity by Renee-
Avoid Overcontributions – Monitor Participant YTD Contribution Totals.
You may need to monitor participant deferral amounts to ensure that they are not overcontributing to their 401(k)s. We are unable to accept over contributions and are required to refund any partici...
-
Creating Custom Reports via your Plan Sponsor website.
There are numerous custom Reports that can be generated via your Sponsor account with Jocelyn Pension Consulting. This guide will help you select the right report to gather the data you need! Fr...
-
Understanding and Utilizing Transaction History on the Sponsor website to view Contributions, Distributions, Fees and More.
The Transaction History on your Plan Sponsor Account can be a useful tool for researching and reconciling plan data related to Contributions, Distributions, Fees, Loans, etc. To access Transactio...
-
How to Utilize Your Plan Resource Guide
Your Plan Resource Guide is designed to serve as a centralized reference tool for the Plan Sponsors, offering valuable insights, step-by-step instructions, and best practices. Your Plan Resources ...