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Castle Rock Investment Company

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Let us be your guide and partner as we create a step by step plan to help you achieve all your financial goals.

Let us be your independent guide and trusted partner as we create a step by step plan to help you achieve all your financial goals. Call (303) 725-7086 or visit http://CastleRockInvesting.com to get started today.

09/16/2026

Are you part of Denver’s construction or trades community? Come say hi to Michele Suriano and the Castle Rock PEP team at the Denver Public Schools Reverse Trade Fair on Wednesday, September 16, from 9:00 AM to 12:00 PM at the Denver PPA Event Center, 2105 Decatur St, Denver, CO 80211. 👋

This is the largest connection event DPS hosts for construction trades, bringing together more than 80 exhibitors and local employers. Michele will be at our table and would love to meet you face to face, learn more about your business, and talk about retirement benefits built for a project-based workforce.

We can discuss practical solutions for employers navigating prevailing wage and Davis-Bacon requirements, including a 401(k) plan with no separate plan audit and Castle Rock serving as an independent fiduciary. Let’s make it easier to offer a meaningful retirement benefit while you stay focused on building your business and supporting your team.

Learn more about the event here: https://castlerockpep.com/events/dps-reverse-trade-fair

We hope to see you there!

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

09/15/2026

Switching 401(k) providers can feel overwhelming, but you don’t have to navigate the rocky terrain alone. Sometimes, a 15-minute PEP Talk is all it takes to turn uncertainty into a clear next step. Learn more about making the transition at https://castlerockpep.com/water-cooler-wisdom/switching-401k-providers-feels-overwhelming.

Join Castle Rock PEP for a live virtual Onboarding Q&A on Wednesday, September 23, 2026, at 10:00 a.m. MDT. Get real answers, ask your questions, and connect with a team that understands the process and is here to support you. Businesses that attend will have their onboarding fees waived.

The September 30 deadline for 2026 transitions is coming up fast. Register today at https://castlerockpep.com/pep-onboarding-qa-register. We’re in this together, and we’d be glad to help you take the next step with confidence.

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

09/11/2026

Looking for something truly one of a kind? Visit Castle Rock PEP community member Ronia Grillos at Castle Rock Artfest this weekend! 🎩

Ronia turns full hides of leather: and the occasional exotic inlay: into hand-finished hats that are as unique as the people who wear them. Each piece is different, featuring hand-tooled western crowns, beaded and braided hatbands, and brims lined in contrasting leather. Come see her craftsmanship in person and support a talented local artisan.

Castle Rock Artfest takes place Saturday, September 12, from 9:00 a.m. to 6:00 p.m., and Sunday, September 13, from 10:00 a.m. to 5:00 p.m. at Festival Park in downtown Castle Rock. With more than 110 artists, free admission, and the event hosted by the Castle Rock Chamber of Commerce, it’s a wonderful way to spend the weekend celebrating creativity and community.

Learn more about Ronia and her Business Spotlight on our Community page: https://castlerockpep.com/community

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

09/08/2026

Switching 401(k) providers can feel overwhelming: but it doesn't have to. 🌄

We just published a blog post that walks through what onboarding to Castle Rock PEP actually looks like: a 15-minute PEP Talk to start, your match and vesting and eligibility rules stay in place, and Rachel, our "Harmony Hero," helps coordinate the migration so you're never navigating it alone. Employers also see average savings of 42% compared with maintaining a separate plan: and there's no separate plan audit to worry about.

Curious what the next step looks like? Join us for a live virtual Onboarding Q&A on Wednesday, September 23 at 10:00 a.m. MDT. Bring your questions about paperwork, timelines, payroll, and next steps: and as our thank-you for attending, your onboarding fees will be waived.

Register here: https://castlerockpep.com/pep-onboarding-qa-register

If you're considering a 2026 transition, September 30 is the deadline to keep in mind.

Read the full blog post here: https://castlerockpep.com/water-cooler-wisdom/switching-401k-providers-feels-overwhelming

We're here to make the path forward feel clearer, simpler, and more manageable. 💙

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

07/28/2026

We believe in keeping you fully informed and supported every step of the way on your financial journey. That is why we are so excited to share our Castle Rock PEP Second Quarter 2026 Review with our wonderful community! We are in this together, and transparency matters deeply to us. In this review, we highlight key figures including the 2026 contribution limits ($24,500 employee contribution, $8,000 standard catch-up, and $3,250 super catch-up), our transparent pricing example (a $1M plan at just 0.55% all-in), and robust investment lineup highlights featuring Vanguard Target Date Funds (2020-2070) and Fidelity 500 Index. You can watch the full video overview here: https://youtu.be/3yhIr1bGK30 and read the complete PDF report here: https://castlerockpep.com/hubfs/Castle%20Rock%20PEP%20Second%20Quarter%202026%20Review.pdf. As always, our experienced team and dedicated adviser network are here to answer any questions and help you navigate your financial future with confidence. This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

07/25/2026

Get ready for an incredible Saturday in our hometown! Tomorrow, July 25, Western Heritage Weekend continues with the wonderful Douglas County Fair Parade starting at 9:30 AM, followed immediately by Boots & Brews at Festival Park from 11:00 AM to 4:00 PM. We are so looking forward to seeing everyone out enjoying the live music featuring the Army 101st Band at 10:45 AM, David Chapa at 12:45 PM, and WireWood at 2:15 PM. There will be fantastic food trucks like Glacier Homemade Ice Cream, Bebo's Mini Donuts, Wing Daddy's, Philly on the Go, Flavor of Tabasco, and Lazo Empanadas, plus refreshing beverages from Molly Brown Spirits, Bear'L Cellars, 105 West Brewing, Alidade Brewing, Wild Blue Yonder, Rockyard, Elizabeth Brewing, and Best Day Brewing. Don't forget to check out the mechanical bull and local vendors. Please note that drink tokens are credit/debit only. Let's come together as a community and celebrate! This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

07/24/2026

Yeehaw, Castle Rock! 🤠 Tonight is the night! Western Heritage Weekend kicks off at 6:00 PM right here in our wonderful town. Gather your family and friends down at Festival Park (300 Second St.) to witness the spectacular longhorn cattle drive led by Silverado Ranch cowhands and the Rocky Mountain Indigenous Dancers along Perry Street. After the drive, stick around for food trucks, an old-time photo booth, and fantastic entertainment at Festival Park. It is a completely free event and we would love to see you there celebrating our rich local heritage together! This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

07/17/2026

Happy Friday! As we wrap up another busy week, it is the perfect time to reflect on the steps we are taking to build a brighter future for our teams. Choosing the right retirement solution can feel like a steep climb with so many paths ahead. Whether you are looking at a Traditional 401(k), the Colorado SecureSavings mandate, or our Pooled Employer Plan, you don’t have to navigate these decisions alone.

We are excited to share our latest blog post comparing the Castle Rock PEP, Traditional 401(k) plans, and Colorado SecureSavings. We break down the complexities to show how a PEP simplifies your life by handling compliance and audits while providing top-tier investment options. We believe that when we work together, we can reach new heights of financial security. Our team is always here to provide the guidance of a trusted investment adviser.

Read the breakdown at https://castlerockpep.com/water-cooler-wisdom/castle-rock-pep-vs.-traditional-401k-vs.-colorado-securesavings-which-is-right-for-your-business. Let’s make this weekend a time of rest and gratitude, knowing we are moving forward together.

07/14/2026

Choosing the right retirement path shouldn't feel like a mountain you have to climb alone. Many business owners consider Colorado SecureSavings for easy compliance, but it often lacks employer matching and has lower contribution limits.

A traditional 401(k) offers power and customization, yet it often brings heavy administrative burdens and costly audits. The Castle Rock PEP is built to be the best of both worlds. By pooling resources, we provide professional investment management and handle the fiduciary liability for you. You gain the high contribution limits and flexible matching of a 401(k) without the typical headaches.

Our team is here to offer personalized investment advice from an experienced financial adviser to ensure everyone feels supported. Let's find a solution that helps your business thrive together.

Read the full breakdown on our blog: https://castlerockpep.com/water-cooler-wisdom/castle-rock-pep-vs.-traditional-401k-vs.-colorado-securesavings-which-is-right-for-your-business

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

06/09/2026

Ever thought about firing your boss but keeping the paycheck? 💸

That’s the "Paycheck Problem" we’re diving into! In retirement, you’re promoted to CEO, CFO, and the entire Payroll Department of You, Inc.

Michele is giving a special presentation on this very topic this Wednesday, and we’ve got a brand-new blog to get you prepped. From Social Security floors to the "Bucket Strategy," we’re showing you how to build a system that works as hard as you did.

Read the full scoop here: https://castlerockpep.com/water-cooler-wisdom/the-paycheck-problem-how-to-be-your-own-payroll-head-in-retirement

See you at the presentation! 🏔️✨

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

Address

115 Wilcox Street, Suite 220
Castle Rock, CO
80104

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://castlerockpep.com/

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