Picture this: You're getting ready for your morning routine, stepping out of the shower, when...
Pooled Employer Plan,
Castle Rock PEP,
CFO Leadership,
Retirement Plans,
Compliance,
Women Business Owners
Castle Rock PEP Q3 2025 Review: Key Updates & Insights
As we wrap up another quarter in what's been a remarkable year for the markets, Michele Suriano,...
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! |