Be honest...
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You've invested in your business.
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You've supported your team.
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You've done everything--except set up a retirement plan for your company.
But don't stress. With the Castle Rock Pooled Employer Plan (PEP), you can:
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Scale
Join forces with other small businesses
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Compete
Get access to better investments and services
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Save Time
Outsource plan administration
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Support Your Team--and Your Future Self
Select a retirement solution tailored to support your company
Get Started Today!
Get started today with a few questions!
Next, we will schedule dedicated time to listen, understand, and give full consideration to your team's needs.
💡63% of small business employees don't have a workplace retirement plan.
17 States like California and Colorado are stepping in with Auto IRA mandates--and fines for companies that don't comply. 😮
Why Castle Rock PEP is Different
This isn't just a retirement plan. It's a business owner's best-kept secret.
When you join Castle Rock PEP, you get:
- Personalized investment advice
- Free financial planning software
- Community spotlights to promote your business
- Human support--from a firm led by a woman who's been where you are
Hi, I'm Michele Suriano.
I started Castle Rock Investment Company in 2006 because I believe small businesses deserve the same quality retirement benefits as the big guys.
Now, with Castle Rock PEP, I help business owners finally invest in themselves--without the complexity, stress, or jargon.
Qualifications and Designations
- FINRA examinations: Series 6, 7, 63, and 66
- Colorado insurance exams for life, health and variable annuities
- Thunderbird's Certificate in Fiduciary Governance
- Tax-Exempt & Governmental Plan Consultant
- Qualified Plan Financial Consultant
- Accredited Investment Fiduciary™
- CFP Registered Paraplanner
- Global Fiduciary Strategist
Awards and Quotes:
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Adviser to two finalists for PLANSPONSOR of the Year (2013 and 2017)
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Quoted in several industry trade publications
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Panelist at national conferences
Education
Success Stories
Real Results from Real Clients
"The experience has been outstanding. The plan investment options are numerous, their financial guidance on-the-spot, and the many tax benefits are all needed and welcomed."
"Our employees' financial health is strong due to the quality investment choices and low costs they put in place. Highly recommend Castle Rock Investment Company."
"Castle Rock helped us select a Pooled Employer Plan as the best course of action for our small organization, and helped us get it up and running quickly."
Download our Free Guide
Our values
Transparency. Honesty. Trust. Creative Solutions.
When you work with Castle Rock Investment Company, you can expect:
- No hidden fees: You will always know what you are paying for.
- No commissions: Our advice is unbiased and in your best interest.
- Innovative Solutions: We provide creative and effective retirement solutions tailored to your needs.
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.