BUSINESS OWNERS: Save Time and Money with a Hassle-Free Retirement Plan!

Join Our Free Webinar: Learn How Our Pooled Employer Plan Can Revolutionize Retirement Savings for Your Business!

Here’s the Plan:


Step 1 – We meet for 30 minutes. Are we a good fit for your needs and your business?

Step 2 – Enrollment Forms & Plan Customization

Step 3 – You and your employees start saving for retirement.


Does it have to be more complicated?


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’ll love…

…$0 startup costs!

…plan customization!

…save up to $73,500 in 2023!

…up to $1,000 tax credit per employee!

…no commissions, no hidden fees, and no surprises!

Community Events

We believe in fun, and we do it virtually and in person!

Individualized Financial Education

You and your participants finally will have access to someone that not only cares but knows your unique situations and how to answer the tough questions.

Plan Assets
Slavic 401k Recordkeeping & Administration
Castle Rock Investment Company Investment Adviser
$0 - $250,000
$250,001 - $500,000
$500,001 - $1,000,000
$1,000,001 - $2,000,000
$2,000,001 - $5,000,000
Over $5,000,000
Annual Participant Charges
Per Participant
Base Participant Fee
If plan has over 50 participants
If plan has over 100 participants

Annual Pricing Example - 5 employees with $100,000 of plan assets

By default, each participant pays their portion of the fees out of their account balance. You as the business owner may take on the expenses if you wish to earn tax credits and/or business deductions based on your tax situation.

Plan Assets
Asset Fee
Participant Fee
John (Owner)
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.

Next Steps
We’re super excited to get to know you, your business, and your employees. Please drop us a line. We’ll get back to you within 1 business day!



Sick of writing email? If you like pushing buttons as much as we do, feel free to use our Calendly button to get yourself a locked in spot on the schedule.

Still haven’t gotten the brochure? Last chance!

I'm curious about the Pooled Employer Plan and the business name is:
Pleasure to meet you by the way.
You can send the brochure to my email address:
and you can reach me by phone at:
Number of employees? We have somewhere in the neighborhood of:
I'm looking forward to meeting you!

Only those that want to transform their retirement options need apply...

We'll be here when you're ready.