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Metric Taking: Going beyond the participation rate when gauging retirement plan success

August 16, 2013 by admin

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.

Filed Under: 401K, Advice, Blog, Castle Rock Investment Company, Uncategorized

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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.

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