A Bay Area 401(k) Provider With Real People Behind It
Tired of call centers and a different rep every time you call? Jocelyn gives you a dedicated local consultant who knows your plan, backed by smart, modern technology and pricing you can actually see.
Sound familiar?
You call with a question and get a ticket number, not an answer.
Every year it's a new account rep who has to learn your plan from scratch.
Your fee statement takes a spreadsheet to decode.
Here's what working with Jocelyn looks like
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 dedicated 401(k) consultant
No call center. No sales script. A real conversation about your plan.
- 20-minute call, no prep needed
- Speak with a consultant, not a sales rep
- Pricing shared upfront
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.