Why You Need A Budget

By Mack Bekeza Budgeting sounds difficult, right? Well actually, not really. In fact, it is even more difficult not to maintain a budget. Many people think they don’t need a budget, but end up broke by the time their next paycheck comes in. This can lead to a never ending cycle of not having any […]

Risk Management: Employee Retirement Plans

Castle Rock jumps through hoops to be among the best investment advisors. Not every investment advisor goes through the same rigorous training because these hoops are not legally required. We do not think that making best practices a legal requirement will diminish our status as one of the best firms around, but we do think […]

In-plan Roth Rollovers: the latest topic

Get out your red pen, folks: serious revisions to the rollover options for your plan. Today we’re looking at how you will need to revise your Plan Document in order to offer in-plan Roth rollovers and a few highlights. In-plan Roth rollovers of otherwise non-distributable amounts are treated as eligible rollovers, meaning that no withholding […]

How May I Help You?

Castle Rock is dedicated to making retirement transition easy for you. One of the best ways to do that is to be with you in retirement transition and throughout the different stages of your retirement. We are excited to announce that we will soon offer a Retirement Transition Service to ease the retirement process for […]

What is a BrightScope Rating?

BrightScope Inc is a San Diego start up firm that launched its public website, www.BrightScope.com, on January 29th, 2009 as an independent rating firm for workplace retirement plans.  The founders thought of the idea in October 2007 while watching a Monday Night Football game and discussing their own retirement plans.  Although they did not know […]