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The Retirement Plan for businesses of all sizes

  • Complimentary Financial Planning Software

  • Individual Investment Advice

  • Group Education Meetings

  • Library of Videos to Support Your Financial Health

  • Expert Plan Design Consulting

  • Independent Fiduciary

  • Ongoing Plan Monitoring

  • Livestream events, business spotlights, community challenges

See what people are saying

My company (Rocky Mountain Insurance Advisors) has been utilizing the pooled employer retirement plan services of Castle Rock PEP for 6 months now… the experience has been outstanding to date. They have been diligent with regards to helping both launch and administrate the plan for my staff and myself. The plan investment options are numerous, their financial guidance on-the-spot, and the many tax benefits to my family owned and operated business are all needed and welcomed. Michele and Ryan… the plan directors are both top notch professionals that know their craft. I highly recommend Castle Rock PEP's pooled employer plan services to small business owner’s (like myself) that are looking to provide a top-notch, “big-corp type” retirement solution for their employees.
Bob Willig, Owner, Rocky Mountain Insurance Advisors
I worked with Castle Rock Investment Company on the 401(k) plan since starting with the firm in 2016 and had a fantastic experience. Their ERISA expertise supported management with fiduciary governance and decisions about plan design. Our employees' financial health is strong due to the quality investment choices and low costs they put in place. They were responsive, professional, and reliable through the years and I highly recommend Castle Rock Investment Company to any employer looking for retirement solution.

Diane Villafana, PHR, Network HR Manager, The Shippers Group

Castle Rock helped us select a Pooled Employer Plan as the best course of action for our small organization, and helped us get it up and running quickly. I highly recommend them!
Phil Triolo, CPA, CFP®. President & CFO of Slawek Family Holdings

Built for every business

No business too large or too small.

Quick setup

Get started today and schedule a one-on-one meeting to help you select the design that works best for your company.

Easy to use

We take care of the investments and administration for you.

Customizable

Each business chooses their own plan design.

See things in action

See how many choices you have to customize the plan for your business.