Molly Vogt Noyes Joining Castle Rock Investment Company

Castle Rock Investment Company (“CRIC”) is pleased to announce the addition of Molly Vogt Noyes as a Consultant. In her new role, Molly will be responsible for cultivating relationships with new clients and ensuring the services they receive continue to meet the clients’ goals and expectations. She is skilled at building relationships with clients and […]

Castle Rock Investment Company – First RIA to Implement Retirement Readiness Plan Optimizer

Castle Rock Investment Company (“CRIC”), announced that it was the first registered investment adviser in the country to implement a new solution to improve the retirement readiness for an employer’s entire workforce while staying within that employer’s given budget. Castle Rock Investment Company assists plan sponsors of corporate and government workplace retirement plans (ex. 401(a), […]

Spend Your Forfeitures

Please feel free to launch the video review of this month’s topic or read more below! The IRS recently sent out a reminder to spend your forfeitures soon. What are forfeitures? Forfeitures are employer contributions that are left in a plan when a participant terminates before becoming fully vested. Example:  You may have a 50% […]

Yet Another Fee Disclosure Extension

Greetings! Please feel free to launch a video review of this month’s topic or continue to read on below. As you’ve probably heard already, the DOL’s final rule on the fiduciary-level and participant-level fee disclosures pushed the deadlines even further than what they proposed last month. Remember that the fiduciary-level disclosures, which are the breakdown […]

Sixth Annual PLANSPONSOR National Conference

With nearly 500 in attendance, last month’s Sixth Annual PLANSPONSOR National Conference was a resounding success. Michele Suriano of Castle Rock Investment Company took part in “PSNC 2011:  Small Plans, Big Challenges.” Listen to the Audio Portion of “PSNC 2011:  Small Plans, Big Challenges” View the Press Release

CRIC Announces Formal Agreement with Income Solutions®

CRIC is pleased to announce a formal agreement with Income Solutions® to offer institutionally priced immediate annuities to your retiring participants. CRIC will not receive any compensation for annuities sold through the platform and the service is being provided to you at no additional cost. In the meantime I hope your census file submission was complete […]