Bigger Deductions, By Design
High income, high taxes? A cash balance, defined benefit, or 401(k) combo plan can unlock far larger tax-advantaged savings than a 401(k) alone. Jocelyn designs custom plans for owners, partners, and professional practices.
Sound familiar?
You're maxing out your 401(k) and still writing a very large check to the IRS.
Your CPA mentioned a cash balance plan but nobody has run the numbers.
You want to reward long-tenured key people without a one-size-fits-all plan.
Custom plan design for owners and partners. Here's how Jocelyn approaches 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.
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 custom plan design
Tell us about your business and we'll model what a cash balance, DB, or combo plan could mean for your deductions.
- Illustration based on your actual census and income
- Designed alongside your CPA or advisor
- Ongoing actuarial and administration support
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.