As Featured In City Lifestyle
Castle Rock Investment Company was featured in April's issue for managing the retirement investments in the pooled employer plan.
Searching for a retirement plan for your business?
Overview of Castle Rock PEP
Most popular plan designs
Tutorial of online plan setup
Our three most popular plan designs
All three plans automatically enroll employees after three months of service with a 3% savings rate that increases 1% each year up to 10%. Employees can opt out or choose a higher savings rate at any time.
The Employer chooses its contribution amount:
- 3% to everyone with immediate vesting
- 3.5% to savers as a match with up to two years vesting
- 4% to savers as a match with immediate vesting
Have questions?
Castle Rock PEP Benefits
Just a few of the benefits of Castle Rock PEP
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Scalable retirement plan for startup and existing plans
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Attract and retain top talent
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Turnkey retirement plan solution
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Outsourced administration
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Employer tax credits
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Custom plan design
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Competitive investments
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Maximum savings pre-tax and/or Roth
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One-on-One Employee Investment Advice
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Group Employee Financial Education
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Complimentary Financial Planning Software
Built for every business
No business too large or too small.
Quick setup
Get started today with the online plan setup or schedule a PEP talk if you have questions.
Easy to use
We take care of the investments and administration for you.
Customizable
Each business chooses their own plan design.