Meet Castle Rock in person — WBENCPitch, Aug 26 | DPS Reverse Trade Fair, Sept 16. See where to find us →
Simplifying retirement for all. One plan. Every business.
A pooled employer plan built for small and mid-sized businesses — shared cost, full fiduciary protection, one place to manage it all.
We get out from behind the website when we can. Here's where you can find the Castle Rock team over the next few weeks, and what to expect when you do.
August 26, 2026 We're pitching at WBENCPitchCastle Rock is proud to compete in the Services Division of WBENC's regional pitch competition. Come cheer us on, or grab 15 minutes with our team to talk retirement benefits for your business. | September 16, 2026 Find us at the DPS Reverse Trade FairWe'll have a table at Denver Public Schools' Reverse Trade Fair, built for construction and trades employers who do business with DPS. Stop by to talk about a retirement plan that fits a project-based workforce. |
September 23, 2026 · 10:00 a.m. MDT PEP Onboarding Q&AA live, virtual walkthrough of exactly how to join Castle Rock PEP — bring your questions about paperwork, timelines, and next steps. |
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.
The Retirement Plan for businesses of all sizes
-
Complimentary Financial Planning Software
-
Individual Investment Advice
-
Group Education Meetings
-
Library of Videos to Support Your Financial Health
-
Expert Plan Design Consulting
-
Independent Fiduciary
-
Ongoing Plan Monitoring
-
Livestream events, business spotlights, community challenges