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Boulder Pension Consulting, LLC

Provide expert guidance and advice with state of the art record keeping technology

Financial services in Boulder, CO (show on map)

Boulder, CO independent retirement plan consulting and recordkeeping firm serving Colorado employers with 401(k), pension, and profit sharing plan services.

Call (303) 440-4015
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Boulder Pension Consulting, LLC website

About

Boulder Pension Consulting, LLC was formed to provide independent advice, consulting and recordkeeping services to employers in the state of Colorado who maintain or wish to establish retirement plan programs for their employees. As an independent recordkeeping and consulting firm, it is not affiliated with any investment company, bank, insurance company or financial institution.

The firm helps clients make practical sense of complicated technical rules and regulations with down-to-earth solutions using state of the art technology that yields measurable results. They are known for objective analysis and independent, unbiased accurate advice, and specialize in daily valuation 401(k) plans.

Independent firm - not affiliated with any investment company, bank, insurance company or financial institution
Specializes in daily valuation 401(k) plans
Over 20 years of pension industry experience (Robert Jocelyn)
State of the art recordkeeping technology
Objective analysis and independent, unbiased advice
Firm is owned by employees - no conflicts of interest

Services

Plan Design and Implementation

Plan design, documentation and implementation services to meet the employer's retirement plan objectives and IRS/DOL guidelines and regulations.

Plan Design Documentation Implementation IRS/DOL Compliance

Employee Communication

Customized employee communication with a focus on 401(k) plans, including employee educational meetings and customized employee communication materials.

Employee Education Customized Communications 401(k) Focus

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.

Daily Valuation 401(k) Defined Contribution Profit Sharing Accurate Recordkeeping

Defined Benefit Plan Administration

Actuarial and administrative services for defined benefit pension plans.

Actuarial Services Pension Administration

Plan Compliance Testing and Reporting

Complete IRS compliance testing services, preparation of required government forms including IRS Form 5500 and related schedules.

IRS Compliance Testing Form 5500 Government Reporting

Consulting Services

Plan design studies, IRS/DOL audit assistance, Qualified Domestic Relations Order assistance, and assistance with issues related to mergers and acquisitions.

Plan Design Studies Audit Assistance QDRO M&A Assistance

Frequently Asked Questions

What services does Boulder Pension Consulting offer? +

Boulder Pension Consulting offers plan design and implementation, employee communication, defined contribution recordkeeping (including daily valuation 401(k) plans), defined benefit plan administration, compliance testing and reporting (Form 5500), and consulting services.

What is Boulder Pension Consulting's approach? +

The firm provides expert guidance and advice with state of the art record keeping technology. They help clients make practical sense of complicated technical rules and regulations with down-to-earth solutions. The firm maintains the highest professional standards with integrity and without conflicts of interest.

What is the firm's specialty? +

The firm specializes in daily valuation 401(k) plans and is independent and employee-owned.

How can I contact Boulder Pension Consulting? +

The office is at 1919 14th Street, Suite 505, Boulder, Colorado 80302. Phone: 303-440-4015, Fax: 303-484-5233, Email: [email protected]. For Robert Jocelyn: [email protected], for Nick Jocelyn: [email protected].

Where is Boulder Pension Consulting located? +

The firm is located at 1919 14th Street, Suite 505, Boulder, Colorado 80302, about one block south of Pearl Street.

Is Boulder Pension Consulting affiliated with any investment company or bank? +

No, as an independent recordkeeping and consulting firm, Boulder Pension Consulting is not affiliated with any investment company, bank, insurance company or financial institution.

Contact Boulder Pension Consulting, LLC

Boulder Pension Consulting, LLC
Category
Financial services
Wheelchair Accessible
Call (303) 440-4015

Location

Location of Boulder Pension Consulting, LLC, 1919 14th St #700, Boulder, CO 80302 · View on Google Maps

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Get in Touch

Ready to work with Boulder Pension Consulting, LLC?

Reach out today to schedule a consultation.

(303) 440-4015

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