Castle Rock is itself a WBENC-certified, women-led business. We're not guessing at what a women-owned business needs from a retirement benefit, we've built and run one ourselves. That's proof, not just a claim.
Why a Pooled Employer Plan fits a woman-owned business
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.
The Women's Retirement Savings Gap
On this episode of Planarchy, Kalin and Katherine sit down with Theresa McDowell, CPA — West Coast Director, Audit, Employee Benefit Plans at Weaver — to talk about the retirement savings gap for women. Theresa is a friend of Castle Rock and is also featured on our Regulators and Audits page.
Let's talk about a retirement plan built for your business
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.
