Maximize your retirement with the Pooled Employer Plan!

Does This Sound Like You?

Your Stage of Business Growth

You’ve been in business for multiple years and have added some employees. You’ve explored various retirement plan options, but they’ve been either too cost prohibitive or you didn’t want to devote the time and resources needed to perform the administration that’s asked of you.


You’re sick and tired of your current retirement plan being a distraction to your business growth because of the time to manage it and/or the costs to run it. 

Your Situation

You have a desire to maximize personal retirement benefits for yourself as well as give your employees an opportunity to set aside for their futures AND you meet one (or more!) of the following:

  • You want to offer an employee match
  • You’re OK with someone else doing the busy work for you
  • You want to opt out of your state-mandated retirement plan

Established in 2006, Castle Rock Investment Company is a
woman-owned firm led by founder Michele Suriano, AIF®. Based in Castle Rock, Colorado, we provide qualified plans nationwide. 

Our Pooled Employer Plan (PEP) division was established to deliver quality retirement options to as many employers as possible. Castle Rock PEP enables us to provide unparalleled service on a massive scale, surpassing traditional plans like the 401(k).

With the Colorado Secure Savings Program now required by law for all businesses without a retirement plan, now is the perfect time to explore what a Pooled Employer Plan can do you for you and your business!

CBS News Logo

Get your PEP questions answered without talking to anyone by getting the link to our video overview. Just provide an email below!