Castle Rock PEP

Welcome to Castle Rock PEP!

The Premier Retirement Plan Specialist!

Employer Retirement Plan Solution​

Competitive Investment Lineup​

CFP® Individual Advice​

Community Focused​

SEC Registered​

Here’s the Idea:


Step 1We meet for 15 minutes. Are we a good fit for your needs and your business?

Step 2 Enrollment Forms & Plan Customization

Step 3 You pay nothing and start saving for retirement.


But we’re getting ahead of ourselves. Read on.

Schedule an appointment to opt out of Colorado SecureSavings!

Don’t you want a retirement plan that allows you to:

Maximize your Retirement Savings!

Earn $1,000’s in Business Tax Credits!

Say no to Colorado Secure Saving!

AND pay NOTHING out of pocket?

Welcome to the Pooled Employer Plan!

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

The June 30th deadline is coming fast!

Sign up for an appointment before the fines begin!

FAQ's and Hesitations

A: We have most companies up and running within two months. Total time need from you is dispersed over a few short, decision-making meetings which we find take less than 2 hours. Once the decisions are made, the plan runs on autopilot via your chosen payroll company.

A: PEPs were introduced in the SECURE act of 2019 and weren’t allowed to be formed until 2021. They aren’t popular, yet, but we predict that most firms will ditch the traditional 401(k) for PEPs, possibly as soon as the next ten years, for their ease of use!

A: State plans like Colorado’s SecureSavings, California’s CalSavers, and Illinois’s Secure Choice are unfortunately not offering you anything more than a glorified IRA. No new benefits like increased savings capacity or the ability to establish an employer match, you’re now just dodging fees that they’ve implemented. Not to mention you’re now forced to send your payroll data somewhere! Might as well be to a plan, like Castle Rock PEP, that gives you control and increased benefits.

A: Once the plan is setup, you have the choice of uploading your contribution data to our recordkeeper, Slavic 401k, or you may have your chosen payroll company do it for you.

A: Absolutely none, and we’ll never ask you to whip out the checkbook. You will always have the choice to take on plan expenses to gather tax credits and deductions. As in all tax decisions, we encourage you to consult your chosen tax professional to make sure it is in your best interest to do so.