Michele Suriano, President of Castle Rock, recently participated in a panel at the PLANSPONSOR National Conference, “Metric Taking: Going beyond the participation rate when gauging retirement plan success.” The panel encompassed the following topics:
Part I: What should plan sponsors be thinking about and keep in mind
Part II: What benchmarks are available today? Pros and Pitfalls
Part III: What is the future of benchmarks for plan success
Click Here to Listen to the Panel
For more information, please contact Castle Rock Investment Company at 303-725-7086.
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.