What is a Pooled Employer Plan?
Pooled Plan Provider
The SECURE Act of 2019 allowed unrelated employers to join together to participate in a retirement plan that is independently sponsored by a pooled plan provider like Slavic401k.
Investment Manager
Castle Rock Investment Company is responsible for selecting, managing, monitoring, and benchmarking the investment offerings of the plan.
Adopting Employers
This enables small businesses to combine resources and reduce the costs associated with providing a retirement plan. Each employer chooses their own retirement plan features. Some employers match employee contributions, while others do not.
Get your plan working for you in just 15 minutes.
☝️Jot down this passcode: CRP401k
Castle Rock PEP Benefits
Just a few of the benefits of pooled employer plans...
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Scalable for startup and small 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 and schedule a one-on-one meeting to help you select the design that works best for your company.
Easy to use
We take care of the investments and administration for you.
Customizable
Each business chooses their own plan design.
Enjoy SECURE 2.0 Tax Credits
The tax credits below are available to companies with 50 or fewer employees and no prior retirement savings plan.
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$500 for three years
To add automatic enrollment plan provision.
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$250 for startup costs in first three years
Per eligible non-highly compensated employee up to $5,000 each year.
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$1,000 per employee
For employer contribution to participants earning up to $100,000. Gradually reduces over five years. See IRS Form 8881.
Looking for a tax credit?
Get your plan working for you in just 15 minutes.
☝️Jot down this passcode: CRP401k