Plan Design and Implementation
- Plan design, documentation and implementation services to
meet the employer's retirement plan objectives and IRS/DOL
guidelines and regulations.
Employee Communication
- Customized employee communication with a focus on 401(k)
plans, including employee educational meetings and
customized employee communication materials.
Defined Contribution Recordkeeping
- Recordkeeping and administration for defined contribution
plans, daily valuation 401(k) plans and profit sharing plans,
using state of the art recordkeeping technology to provide
accurate and timely information to plan participants.
Defined Benefit Plan Administration
- Actuarial and administrative services for defined benefit
pension plans.
Plan Compliance Testing and Reporting
- Complete IRS compliance testing services, preparation of
required government forms including IRS Form 5500 and
related schedules.
Consulting Services
- Plan design studies, IRS/DOL audit assistance, Qualified
Domestic Relations Order assistance or assistance with
issues related to mergers and acquisitions.
Our Services:
Contact us:
415-472-7080
Our Mission
Jocelyn Pension Consulting, LLC
Provide expert guidance and advice
with state of the art recordkeeping
technology.
