Simplifying retirement for all. One plan. Every business.
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.
Pooled Employer Plans Launched on January 1, 2021
Part of the SECURE Act of 2019
Introduced by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, these plans allow unrelated employers to join a single retirement plan, reducing administrative burdens and fiduciary liability.
Important Dates:
- December 2019: The SECURE Act is signed, authorizing PEPs as a new type of retirement plan.
- November 2020: The U.S. Department of Labor (DOL) releases final rules for Pooled Plan Provider (PPP) registration requirements.
- January 1, 2021: PEPs officially launch, allowing unrelated employers to join a single retirement plan for the first time.
- April 1, 2022: Castle Rock PEP is registered with the DOL in partnership with Slavic401k.
The Retirement Plan for businesses of all sizes
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Complimentary Financial Planning Software
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Individual Investment Advice
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Group Education Meetings
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Library of Videos to Support Your Financial Health
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Expert Plan Design Consulting
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Independent Fiduciary
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Ongoing Plan Monitoring
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Livestream events, business spotlights, community challenges
Together, we have created a retirement plan that levels the playing field between enterprise and small business. Castle Rock PEP is where retirement plans co-work smarter, not harder. With the Castle Rock Pooled Employer Plan (PEP), you can:
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Scale
Join forces with other 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 tailored plan provisions to attract and retain your team
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Save Money
Do you pay for an audit every year? Join Castle Rock PEP and that invoice is paid by Slavic401k.
Why Castle Rock PEP is Different
This isn't just a retirement plan. 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 advising workplace retirement plans for over two decades
See things in action
See how many choices you have to customize the plan for your business.
Contact
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115 Wilcox Street, Suite 220
Castle Rock, CO 80104
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Michele@CastleRockPEP.com
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+1 720-608-5894