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Pooled Employer Plan

Schedule a PEP talk

Community Page

Business Spotlight

Rocky Mountain Insurance Advisors

Watch our full interview (or a clip) with the owner, Bob Willig, on how he works to earn your trust.

Investment Options and Performance

Click on the link to see the current investment options, performance, and expense ratios.

Community Challenge

Starting April 1st, 2025

We invite you to test your investment knowledge and compete with your peers in our quarterly community challenge.

WINNER PRIZE:  Two tickets to Epic Sky Trek  4-Story Aerial Trekking Course

How to Win

Earn the most points from this quarter’s challenge by June 30th, 2025.

  • Morningstar Investing Classroom

    5 points for each quiz certificate submitted

  • One-on-One Meeting with Michele

    10 points for one meeting each quarter

  • Access your complimentary financial planning software

    10 points to create online account

  • Dare to Share:  Submit a picture of your current self and future self at retirement age

    10 points

  • Castle Rock PEP quarterly report quiz

    10 points for an 80% passing grade

  • SAVE THE DATE:  April 25th 12:00 - 1:00 MST

    Live community challenge “Jeopardy” style

Community Concierge

Use this form to submit your certificates for the Community Challenge.

Investing 101

Curious about what a target date fund means? Want to learn about a glidepath and the distinction between a "to" fund and a "through" fund? Perhaps you're wondering how much you should save and what your target savings rate is according to the National Savings Rate Guidelines. Explore these presentations where I cover all of these topics and provide you with practical advice to help you achieve your retirement goals.

A suite of tools at your disposal

investment-education

Complimentary Financial Planning Software

All Castle Rock PEP participants have access to complimentary financial planning software and individual investment advice. Please feel free to create a free account via Castle Rock's personal link here.

Product name

Retirement Savings Calculator

Are you on track to retire on time?

Schedule a One-on-One Meeting

We can discuss any financial topic that will support your financial security. 

Ideas include:

•            How much should you save?
•            Your Social Security benefits
•            Estate planning basics
•            Which investments are right for you
•            Budgeting tools
•            How much emergency savings is right
•            529 plans
•            Student loans
•            Freezing your credit profile and how to do it

Castle Rock PEP

Login or Enroll in the Castle Rock PEP at Slavic401k

Click here to login to your retirement account.

My Future Self

Your Future Self will

Thank You

Does your future self seem like a stranger? Are you willing to make sacrifices for your future self today? Can you imagine what your older self may feel one day? Let's close that gap and take a glimpse of ourselves at 70. Dare to share is coming soon...

Castle Rock 2024 Starlighting!

 

Visit Castle Rock and Make The Climb

Cattle Drive through Castle Rock
Starlighting 2023 Fireworks
Starlighting 2023 Guests
Keepers of the Rock
Michele Suriano Yoga
2017 Awards Ceremony PLANSPONSOR of the Year with Ian Bird
Mount of the Holy Cross 2013
Starlighting 2021
FallStroll- Small Size
Picture from Castle Rock PEP Rally 10-8-2022_Moment
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