Share the Fiduciary Load
Just learned you're the plan fiduciary? Jocelyn offers administrative 3(16) and investment 3(38) fiduciary support to take more off your plate, so you can focus on running your business.
Sound familiar?
You signed the 5500 and realized you're personally on the hook.
You're choosing investment options with no background in investments.
You know 'fiduciary' matters but nobody has explained what you actually have to do.
Administrative and investment fiduciary support, built in.
a dedicated consultant
One person who owns your plan, knows your history, and picks up the phone. Not a rotating cast of reps.
3(16) administrative fiduciary
Jocelyn takes on defined administrative responsibilities, including signing and filing the Form 5500, so those duties don't sit with you alone.
3(38) investment fiduciary
A professional investment manager selects and monitors the plan's fund lineup and takes on that fiduciary responsibility.
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
Find out what fiduciary coverage would take off your plate
Tell us about your plan and we'll walk through which responsibilities can be shared and what that costs.
- Plain-language explanation of your current exposure
- 3(16) and 3(38) options explained side by side
- A dedicated consultant, not a call center
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.