Form 5500, Testing, and Corrections
Handled by Specialists
Filing deadline coming up? Failed a compliance test? Jocelyn's dedicated compliance team knows the rules inside and out, and you get answers from a real consultant, not a call center.
Sound familiar?
The 5500 is due and you're not sure it's right.
You got a testing failure notice and nobody explained what to do next.
You found an error in the plan and don't know how serious it is.
Compliance without the stress. Here's how Jocelyn handles it.
a dedicated consultant
One person who owns your plan, knows your history, and picks up the phone. Not a rotating cast of reps.
smart, mondern technology
Payroll integration, clean data, and fewer manual uploads, so administration runs in the background.
Compliance, handled
Testing, filings, and corrections handled by specialists.
Getting started is simple
1. Talk
A 20-minute call about your company, your current plan (if you have one), and what's not working.
2. Design
We recommend a plan structure and show you exactly what it costs.
3. Run
Your dedicated consultant handles setup, payroll connection, testing, and filings year-round.
Local service, national resources
Consultative plan design for growing Northern California and Colorado businesses since 2012.
As part of the Strongpoint Partners network, Jocelyn works with 425+ retirement consultants and 33K+ plans nationwide, so there's no plan type or compliance question we can't handle.
600k+
Plan Participants
950k+
Payroll Clients
81
Average NPS
Our team is here to craft and execute effective and personalized retirement solutions that empower our clients and their employees to sustain long-term financial success. We believe that a great retirement solution begins with design, sustains by personalized guidance, and ends with the right tools, and the right service, to maximize outcomes.
— Nick Jocelyn, President
Talk to a compliance specialist
Tell us what you're facing, whether it's a filing, a failed test, or a correction, and we'll tell you what your options are.
- Straight answers on your specific situation
- Support for every plan size
- Year-round compliance from a dedicated team
San Rafael, California
100 Smith Ranch Road, Ste 329
415.472.7080
© 2026 Jocelyn Pension Consulting, LLC and Jocelyn Pension Consulting of Colorado, LLC. All rights reserved.