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.
WBENC-Certified · Woman-Led · Members save 42% on average
Check Your Company's Retirement Plan
Search by company name or EIN to get an instant, AI-powered health check of an existing retirement plan — powered by our partners at Rixtrema.
Check Your Plan →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.
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
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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