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  1. Jocelyn Pension Consulting
  2. Rollovers into the Plan
  3. Rollovers into the Plan

Rollovers into the Plan

Rollover into the Plan

  • How do I roll another retirement account into my account with Jocelyn Pension Consulting?
  • What are the benefits of consolidating my retirement accounts?
  • How long will it take for my rollover funds to post to my account with Jocelyn Pension Consulting?
  • What types of retirement accounts can I rollover to my account with Jocelyn Pension Consulting?
  • I am rolling over Roth funds, how do I complete page 3 of the direct rollover form?
  • Can I Rollover Funds Into My Account If I Am No Longer Employed with the Company that Manages My 401(k) Plan?

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