Simplifying retirement for all. One plan. Every business.
Castle Rock PEP is a Pooled Employer Plan—a smarter, cost-effective way to run your company's retirement benefit without the fiduciary headache.
Castle Rock PEP is where retirement plans co-work smarter, not harder. We have leveled the playing field between enterprise and small 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.
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
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
-
Scale
Join forces with other businesses
-
Compete
Get access to better investments and services
-
Save Time
Outsource plan administration
-
Support Your Team--and Your Future Self
Select tailored plan provisions to attract and retain your team
-
Save Money
Do you pay for an audit every year? Join Castle Rock PEP and that invoice is paid by Slavic401k.
Castle Rock Investment Company- The First 20 Years
A compilation of most of the clients, industry partners, employees, and milestone events from the first twenty years in under thirty minutes.
The First and Next 20 Years
A two-minute overview of the first twenty years with the addition of the Fiduciary Tool Belt and the vision for the next twenty years including the Financial Tool Belt to support our Community.
See things in action
See how many choices you have to customize the plan for your business.
Contact
-
115 Wilcox Street, Suite 220
Castle Rock, CO 80104
-
Michele@CastleRockPEP.com
-
+1 720-608-5894