Simplifying retirement for all. One plan. Every business.

Step Two: Choose How to Join Castle Rock PEP

1. Fast-track online plan setup using code CRP401k

You will want to have on hand:

• Company EIN/Tax ID
• The company owner(s) names and their ownership percentage
• The names and job titles of all employees who are lineal relatives of an owner
• The names and job titles of all highly compensated employees
• Name and job titles of all company officers

2. Fill Out the Paperwork Listed Here and Upload through the Secure Portal

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

Payroll Integrations

360 Degree Payroll Integration

Please also check out our business partner, https://www.payrollintegrations.com/payroll-partners, to see if your payroll provider is already working with them. 360 degree payroll integration + Slavic401k = Angels singing!