Jocelyn Pension Consulting
- Company typePrivate
- Founded-
- HeadquartersBoulder, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Jocelyn Pension Consulting firmographics
Firmographics- Name
- Jocelyn Pension Consulting
- Legal name
- Jocelyn Pension Consulting, LLC
- Website
- https://jocelynpension.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Jocelyn Pension Consulting industry classification
Industry- Product category
- Retirement Plan Consulting
- NAICS
- Portfolio Management and Investment Advice (523940), Management, Scientific, and Technical Consulting Services (5416)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Pensions & Retirement Benefits Administration (BPAIAKAA)
Keywords
Where Jocelyn Pension Consulting is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Jocelyn Pension Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Pension Consulting Services: Professional advisory and consulting fees for 401(k) plan design, implementation, administration, and compliance services provided to Plan Sponsors and Plan Participants.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Jocelyn Pension Consulting product offering
Product offeringCore offering
Jocelyn Pension Consulting is an independent consulting firm that provides professional advice and local support to create customized 401(k) plan solutions for small- to medium-sized growing businesses. The firm offers plan design and implementation, employee communication, financial wellness programs, defined contribution recordkeeping with daily valuation, plan compliance testing and IRS Form 5500 reporting, and additional consulting services including audit assistance, QDRO support, and M&A-related advisory.
Product overview
Jocelyn Pension Consulting offers a suite of retirement plan consulting services for small- to medium-sized businesses. The company provides 401(k) Plan Design & Implementation, Employee Communication, Financial Wellness, Defined Contribution Recordkeeping (using state of the art recordkeeping technology), Plan Compliance Testing & Reporting (including IRS Form 5500), and Consulting Services (plan design studies, audit assistance, QDRO, M&A support). The company operates as a service-based consulting firm rather than a software platform, with services delivered through a local support team.
Differentiator
Problem solved
Functional benefit
Products and services
- Plan Design & Implementation Services
Companies that use Jocelyn Pension Consulting
Customer profileSegments2 records
Ideal customer profiles1 record
Jocelyn Pension Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Jocelyn Pension Consulting partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- StrongpointminorJocelyn Pension Consulting is identified as a Strongpoint Partner. Strongpoint (strongpointpartners.com) is a network or partnership program for pension and benefits consulting firms, providing brand affiliation and potentially referral or support services.
Recent moves5 records
Expansion highlights4 records
Jocelyn Pension Consulting competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Jocelyn Pension Consulting social profiles
Digital presenceJocelyn Pension Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jocelyn Pension Consulting leadership team
Management profileNumber of profiles
Profiles1 record
Jocelyn Pension Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jocelyn Pension Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jocelyn Pension Consulting
What does Jocelyn Pension Consulting do?
Jocelyn Pension Consulting is an independent consulting firm that provides professional advice and local support to create customized 401(k) plan solutions for small- to medium-sized growing businesses. The firm offers plan design and implementation, employee communication, financial wellness programs, defined contribution recordkeeping with daily valuation, plan compliance testing and IRS Form 5500 reporting, and additional consulting services including audit assistance, QDRO support, and M&A-related advisory.
Is Jocelyn Pension Consulting a public or private company?
Jocelyn Pension Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Jocelyn Pension Consulting founded?
Jocelyn Pension Consulting was founded in -1. It employs 11 to 50 people.
Where is Jocelyn Pension Consulting based?
Jocelyn Pension Consulting is headquartered in Boulder, United States, in the North America region.
How does Jocelyn Pension Consulting make money?
One revenue line is on record: pension Consulting Services.
Does Jocelyn Pension Consulting have an API?
No public API is recorded for Jocelyn Pension Consulting.
What industry is Jocelyn Pension Consulting in?
Jocelyn Pension Consulting's product category is Retirement Plan Consulting. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.