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Join the PEP

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.

Book 15 minutes with our team

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.

September 23, 2026 · 10:00 a.m. MDT

PEP Onboarding Q&A

A live, virtual walkthrough of exactly how to join Castle Rock PEP — bring your questions about paperwork, timelines, and next steps.

Register →

Tutorial: How to Join Castle Rock PEP

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 it through the secure portal

Don't hesitate to schedule a meeting if you want assistance.