Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

DC Plan Administrator

The Benefit Advantage
(Auburn Hills MI / Telecommute)
DC Plan Administrator
Heritage Administrative Services, LLC
(Woodbury NY)
Retirement Plan Administrator

Group RHI
(Telecommute)
Defined Contribution Plan Administrator

The MandMarblestone Group, llc
(Philadelphia PA / Telecommute)
Defined Contribution Plan Specialist

Aprio
(Alpharetta GA / AL / NC / Telecommute)
Defined Benefit Plan Administrator

AimPoint Pension
(Telecommute)
ESOP Administrator

Blue Ridge ESOP Associates
(VA / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

By Date   |   By Company Name


View More Press Releases by Castle Rock Investment Company

Press release:

Castle Rock Investment Company Announces Support of SaveOurRetirement.com

Issued by: Castle Rock Investment Company

Date: Jan. 26, 2015

(CASTLE ROCK, COLORADO JANUARY 26, 2015) Castle Rock Investment Company has announced its support of the Department of Labor’s (DOL) effort to more broadly define fiduciaries as “those persons who render investment advice to plans and IRAs for a fee.” By amending the regulatory definition of the term “fiduciary,” the DOL will require all investment advice to adhere to the fiduciary standard set forth under the Employee Retirement Income Security Act.  

“The DOL’s proposal would ensure that all financial professionals have a legal obligation to put the interests of their customers first when offering retirement advice,” said Michele Suriano, President of Castle Rock Investment Company.  “We must close this ‘Retirement Advice Loophole’ to better protect Americans from conflicts of interest that result in their retirement accounts being drained by hidden fees and second-rate investment options.”

About the “Save Our Retirement” Initiative
Supporters of the broader fiduciary standard, including AARP and other consumer groups, recently launched the “Save Our Retirement” initiative. The campaign, which includes a website with a petition for supporters to sign, urges visitors to “join the campaign to get important updates as the Department of Labor tries to strengthen rules that apply to retirement investing.”

About Castle Rock Investment Company
Castle Rock Investment Company is an entirely woman-owned, SEC registered investment adviser currently serving plan sponsors in Colorado, Idaho, Nebraska, and Texas. Castle Rock focuses on workplace retirement plans to help plan sponsors meet their fiduciary obligations and increase retirement readiness for their employees.
The firm puts its clients’ interest first by maintaining its independence from compromised business practices.

For more information, please contact Castle Rock Investment Company at (303) 719-7523, or via e-mail at info@castlerockinvesting.com.

View More Press Releases by Castle Rock Investment Company


This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2019 BenefitsLink.com, Inc.