Who We Serve
Retirement Benefits for Castle Rock & Colorado Businesses
From Wilcox Street to the rest of the Front Range — we're your neighbors, not just your plan provider.
Locally Owned & OperatedBased in Castle Rock, CO
Why we get it
Castle Rock is home base for us, not just a mailing address. We're headquartered right here at 115 Wilcox Street, and we've spent years working alongside the small and mid-sized businesses that make up the Front Range economy. We're not a national call center reading from a script — we're neighbors who happen to run retirement plans.
The businesses we work best with
Colorado's independent employers don't look like Fortune 500 companies, and they shouldn't have to settle for a one-size-fits-all national plan built for one. We work with dental and medical practices, professional and technical services firms, specialty trade and construction contractors, and retail, hospitality, and recreation businesses across the state — most running lean teams without a dedicated HR or benefits department.
Why a Pooled Employer Plan fits a business like yours
- No in-house benefits team required — we handle plan administration so you can stay focused on running the business.
- Pooled purchasing power means investment pricing typically reserved for much larger companies.
- We take on independent fiduciary responsibility, and there's no annual plan audit fee to budget for.
- Every participant gets free financial planning software and one-on-one investment advice, not just an app.
- Led by a team with two decades of workplace retirement plan experience — we've seen the questions you're about to ask.
Let's talk about a retirement plan built for your business