Outgrown Your 401(k)?
Get Service That Scales.
As your company grows, your 401(k) needs change. Jocelyn gives you payroll integration, expert plan support, and a dedicated consultant who knows your plan, so the plan keeps pace with the team.
Sound familiar?
Headcount doubled and your provider still treats you like a 10-person company.
Every new hire means another manual step in payroll and enrollment.
You need a real answer on plan design and all you get is a help-center article.
More support as you grow. Here's what that looks like with Jocelyn.
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
Talk to a consultant about a plan that scales
Tell us where your company is headed and we'll show you a plan and a service model that can keep up.
- 20-minute call about your growth plans and current setup
- Plan design recommendations for your size and stage
- Switching is simple, with a dedicated consultant from day one
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.