Woman-Owned, Community Driven, Retirement Focused


Independent Guide, Trusted Partner

Small Business Owners: Optimize your retirement savings by avoiding state mandated plans.

Our Informational booklet shows you how. You’ll get a copy if you decide to enter your contact info below!

Don't let the government tell you how to save your money!

See how Castle Rock PEP is the wise decision over the Colorado SecureSavings and other state plans in our video below!

“We will be known forever by the tracks we leave behind.” – Native American Proverb 

The Pooled Employer Plan- Castle Rock PEP

Click HERE for an overview!


Castle Rock Investment Company sponsors a pooled employer plan (PEP) providing small and medium-sized businesses access to an affordable, efficient, and fully outsourced employer retirement plan solution.
Enroll Today!

Unbelievable Investment Lineup!

Vanguard Target Date Retirement Funds are the default investment for the plan but you have many other top-rated investments to choose from. To learn more about the investments review the information here.

We Believe…

You always come first. You will always know what you are paying for when you trust us with your finances. No hidden fees. No commissions.