Retirement Savings… Are You on Track?
By Mack Bekeza Retirement savings… that thing you are supposed to live off of when you no longer want to work. Although people seem to talk about it frequently, most people do not realize how important it is to actually save for retirement. In fact, there are numerous statistics that show how little people save […]
The DOL Rule and Why Brokers and Insurance Agents Should be Concerned
By Mack Bekeza Are you currently a Registered Representative or an Insurance agent? If so, you will want to keep reading! As you may know, the Department of Labor will have new regulations in effect on April 10, 2017, which will change how Brokers and Insurance agents conduct business with retirement investors. For starters, when […]
Risk Management: Employee Retirement Plans
Castle Rock jumps through hoops to be among the best investment advisors. Not every investment advisor goes through the same rigorous training because these hoops are not legally required. We do not think that making best practices a legal requirement will diminish our status as one of the best firms around, but we do think […]
In-plan Roth Rollovers: the latest topic
Get out your red pen, folks: serious revisions to the rollover options for your plan. Today we’re looking at how you will need to revise your Plan Document in order to offer in-plan Roth rollovers and a few highlights. In-plan Roth rollovers of otherwise non-distributable amounts are treated as eligible rollovers, meaning that no withholding […]
How May I Help You?
Castle Rock is dedicated to making retirement transition easy for you. One of the best ways to do that is to be with you in retirement transition and throughout the different stages of your retirement. We are excited to announce that we will soon offer a Retirement Transition Service to ease the retirement process for […]