Which Design is Best for Your Team?
We’re excited to meet with you on Zoom to explore which plan design will best fit your team’s needs. Here’s some helpful information to guide our conversation.
Our three most popular plan designs
All three plans automatically enroll employees after three months of service with a 3% savings rate that increases 1% each year up to 10%. Employees can opt out or choose a higher savings rate at any time.
The Employer chooses its contribution amount:
- 3% to everyone with immediate vesting
- 3.5% to savers as a match with up to two years vesting
- 4% to savers as a match with immediate vesting
What does a safe harbor have to do with a 401(k) plan?
Explore our blog post to gain a clearer understanding of safe harbor plan designs. You’ll learn about their origins, how they work within a 401(k) plan, and the key advantages they offer for both employers and employees. This resource will help you make informed decisions about whether a safe harbor plan is the right choice for your organization.
Built for every business
No business too large or too small.
Quick setup
Get started today with the online plan setup or schedule a PEP talk if you have questions.
Easy to use
We take care of the investments and administration for you.
Customizable
Each business chooses their own plan design.
Our values
Transparency. Honesty. Trust. Creative Solutions.
This is what you can expect when you work with Castle Rock Investment Company.
We believe
You always come first. You will always know what you are paying for when you trust us with your finances. No hidden fees. No commissions.