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 and your third party administrator is nearly finished with the discrimination testing and your audit package. See “Administrative Actions” below if you do not have a safe harbor plan design.
Sincerely,
Michele L. Suriano
President
Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. We specialize in individual financial plans and qualified service plans.