Outgrown CalSavers? Upgrade to a Real 401(k).
Frustrated with CalSavers' manual work and limits? A 401(k) built for your company means more flexibility, payroll integration, and a dedicated local team, not a state portal.
Sound familiar?
You're uploading contributions by hand every pay period.
Your best people have asked about a match and you can't offer one.
There's nobody to call when something in the state portal doesn't add up.
Beyond the state program: what Jocelyn gives you instead.
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
See what a 401(k) upgrade looks like for your company
Tell us a little about your team and we'll walk through what changes when you move beyond CalSavers.
- Side-by-side: CalSavers vs. a company 401(k)
- Clear picture of cost, including available start-up tax credits
- A dedicated consultant handles the transition
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.