Simplifying retirement for all. One plan. Every business.
We aren't real estate; we are retirement innovators. We handle the fiduciary weight so you can grow your business.
Step 1: The 15-Minute "PEP Talk"
Your Plan, Your Rules
The Control Guarantee
We don't do high-pressure sales; we do strategy. In 15 minutes, we’ll show you exactly how pooling your assets can save you an average of 42% on fees and eliminate your individual plan audit bill.
Step 2: Customization (Not Compromise)
The biggest myth about Pooled Employer Plans is that you lose control. False. You choose your matching formula, your vesting, and your eligibility. We just handle the fiduciary liability and the compliance documents that usually keep you up at night.
Choose How to Join Castle Rock PEP
1. Fast-track online plan setup using code CRP401k
2. Fill Out the Paperwork Listed Here and Upload through the Secure Portal
Don't hesitate to schedule a meeting if you want assistance.
