As we wrap up another quarter in what's been a remarkable year for the markets, Michele Suriano,...
Pooled Employer Plan,
Insider,
Castle Rock PEP,
CFO Leadership,
Retirement Plans,
Compliance,
Women Business Owners
The Ultimate Guide to Pooled Employer Plans
Running a small business means wearing a dozen hats on any given day. You're the CEO, head of HR,...
Pooled Employer Plan vs. State Auto IRA
| Trait | Castle Rock PEP | State Auto IRA |
|
Investment Options |
Professionally Managed |
Government Selected |
|
Employer Match |
Employer Option |
None! |
|
2025 Employee Contribution Limits |
$23,500 |
$7,000 |
|
Pretax and Roth Contributions |
Both Pretax and Roth |
Roth |
|
Annual Limit Employee + Employer |
$70,000 |
$7,000 |
|
Age 50+ Catch-up Contribution |
$7,500 |
$1,000 |
|
"Super"Catch-up for Age 60-63 |
$3,750 |
None! |
|
Employer Contribution Tax Credits |
None! |