Ready for a better 401(k) provider?
Fee transparency isn't a buzzword here. See every cost upfront, compare it to what you pay today, and get modern 401(k) technology with local, dedicated service, often at a lower cost.
Sound familiar?
Your fees went up again and nobody can explain what changed.
You're paying for a full-service provider and getting a self-serve portal.
You'd switch tomorrow, but you're afraid of the disruption.
Lower cost, more service. Here's how Jocelyn does both.
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.
Transparent, fair pricing
Every cost upfront. Compare it yourself.
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
Get a side-by-side fee comparison
Send us your current fee disclosure and we'll show you exactly where the money goes, and what it would cost with Jocelyn.
- Line-by-line comparison against your current provider
- No obligation, no sales pressure
- A clear picture of what switching involves
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.