Jocelyn Pension Consulting, LLC was formed to provide
independent advice, consulting and recordkeeping services to
employers who maintain or wish to establish retirement plan
programs for their employees.
As an independent recordkeeping and consulting firm, Jocelyn
Pension Consulting, LLC is not affiliated with any investment company,
bank, insurance company or financial institution.
independent advice, consulting and recordkeeping services to
employers who maintain or wish to establish retirement plan
programs for their employees.
As an independent recordkeeping and consulting firm, Jocelyn
Pension Consulting, LLC is not affiliated with any investment company,
bank, insurance company or financial institution.
Robert A. Jocelyn, President of Jocelyn Pension Consulting, LLC
has been involved in the pension industry for over 20 years. He is a
graduate of Middlebury College, Middlebury, Vermont and also a
graduate of the University of Denver College of Law. Prior to founding
Jocelyn Pension Consulting, LLC, he was President of Western
Pension Service Corporation for over 15 years. Western Pension
Service Corporation was a large regional independent recordkeeping
firm, located in Northern California, that was acquired by a large
national recordkeeping firm.
Our Consultants: Each of our consultants have at least 10 years
of industry experience working with all sizes and types of retirement
plans. They are knowledgeable and responsive to the needs of their
clients. Typically our consultants belong to one or more professional
industry organizations.
has been involved in the pension industry for over 20 years. He is a
graduate of Middlebury College, Middlebury, Vermont and also a
graduate of the University of Denver College of Law. Prior to founding
Jocelyn Pension Consulting, LLC, he was President of Western
Pension Service Corporation for over 15 years. Western Pension
Service Corporation was a large regional independent recordkeeping
firm, located in Northern California, that was acquired by a large
national recordkeeping firm.
Our Consultants: Each of our consultants have at least 10 years
of industry experience working with all sizes and types of retirement
plans. They are knowledgeable and responsive to the needs of their
clients. Typically our consultants belong to one or more professional
industry organizations.
About Us:
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Contact us:
415-472-7080
Our Mission
Jocelyn Pension Consulting, LLC
Provide expert guidance and advice
with state of the art recordkeeping
technology.
with state of the art recordkeeping
technology.