---
title: Retirement Plan Solution | Outsourced Administration | Castle Rock PEP
description: Castle Rock PEP partners with Slavic401k to simplify retirement plan administration for all employers while reducing costs and responsibilities.
---
[](https://castlerockpep.com/?hsLang=en)
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# Working Together for You
##### Castle Rock PEP is offered in partnership with Slavic401k. Together, we have created a retirement plan that levels the playing field between enterprise and small business.
## The Countdown
### For existing plans to outsource for 2026
Watch this 1 minute video overview about merging existing plans into Castle Rock PEP.
[](https://castlerockpep.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKHMLrgKcu4Gg9HOF42no1wOIYiuma5rG53RjgK5McOmxwbpWqMN8NydjAyZKjYA16sO3aKgMMYeLv9bpzcnDL8GdbXW7YJRG46aDZ0WAmbGSStC2jwn1QBQ3647VMu6suYvg%3D%3D&webInteractiveContentId=190028366081&portalId=43646348&hsLang=en)
## Plan Administration
## Plan Sponsor
### Outsourced
In most retirement plans, the employer typically holds the plan sponsor role, which carries all the administrative, fiduciary and investment duties. Why not outsource it and move most administrative duties off your plate?
## Imagine If...
### We pooled together
Castle Rock PEP was designed with every size employer in mind. By pooling together with other employers, costs are lowered by negotiating services and fees on the collective behalf. This is a win-win for employers AND employees.
| | Castle Rock Investment Company | Slavic401k | Adopting Employer |
| --- | --- | --- | --- |
| Select and monitor service providers: PPP, 3(38), trustee, other service providers as designated by the PPP | | | |
| Select and monitor plan investment options | | | |
| Select PEP plan provisions applicable to all adopting employers | | | |
| Select plan provisions applicable to adopting employer | | | |
| Review and approve plan provisions applicable to adopting employer | | | |
| Prepare, review and approve plan amendments | | | |
| Sign plan adoption agreements | | | |
| Provide complete employee census data | | | |
| Submit plan contributions or utilize Payroll Integrations | | | |
| Provide updates to change in company ownership or restructuring | | | |
| Monitor plan IRS contribution limits | | | |
| Monitor timely submission of contributions | | | |
| Prepare and deliver participant regulatory disclosures | | | |
| Approve and process participant loans and distributions | | | |
| Prepare, sign and submit IRS/DOL Form 5500 | | | |
| Perform, review and approve plan testing | | | |
| Make necessary plan corrections to keep plan compliant | | | |
## Case study
This case study highlights the impact an innovative match approach had on employee participation.
[Download](https://castlerockpep.com/hubfs/Platte%20Valley%20Companies%20Case%20Study%20Castle%20Rock-1.pdf?hsLang=en)
## Video
Looking for a new type of adviser?
[Download](https://youtu.be/0drXnnvyh_I)
## Infographic
A visual overview of Castle Rock PEP Contacts.
[Download](https://castlerockpep.com/hubfs/Infographic-1.jpg?hsLang=en)
## Guide
An overview of Castle Rock PEP including investment performance, benefits, contacts, and pricing.
[Download](https://castlerockpep.com/hubfs/Castle%20Rock%20PEP%20Guide%20July%202025.pdf?hsLang=en)
## Course
This is part one of a two part ERISA fiduciary training course for committee members
[Download](https://castlerockpep.com/hubfs/Fiduciary%20Training%20Part%201%202025.pdf?hsLang=en)
## Fiduciary Training Quiz
This multiple choice quiz is based on part one of the Fiduciary Training course.
[Take the Quiz](https://castlerockpep.com/fiduciary-training?hsLang=en)
## Capabilities Statement
An updated outline of the capabilities of Castle Rock Investment Company
[Download](https://castlerockpep.com/hubfs/Castle%20Rock%20Capabilities%20Statement%202025-1.pdf?hsLang=en)
## Webinar
"How much should I save?" It's the first question during a one-on-one meeting. This video reviews the National Savings Rate Guidelines and answers the question.
[Download](https://youtu.be/R7cf_0UauNg)
## Blog post
Check out our blog post to keep learning about retirement plan designs.
[Download](https://castlerockpep.com/blog?hsLang=en)
[](https://castlerockpep.com/?hsLang=en)
Copyright © 2026, Castle Rock Investment Company
115 Wilcox Street, Suite 220, Castle Rock, CO 80104
Castle Rock Investment Company is registered as an Investment Adviser in the State of Colorado, in addition to any other states requiring registration when otherwise not exempt.
[Castle Rock Investment Company's Legal Disclosures: ADV Part 2 A/B and Privacy Policy](https://castlerockpep.com/hubfs/Castle%20Rock%20Form%20ADV%20Part%202%20A%20and%20B%20and%20Privacy%20Policy%202025.pdf?hsLang=en)
[Accessibility Statement](https://castlerockpep.com/hubfs/March%202024%20Files/Accessibility%20Statement%20for%20Castle%20Rock%20PEP.pdf?hsLang=en)
