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View More Press Releases by Castle Rock Investment Company

Press Release

Woman-Advised PEP Brings Small Town Charm to All of America

Issued by Castle Rock Investment Company

Sept. 12, 2022

CASTLE ROCK -- Castle Rock Investment Company ("Castle Rock") is bringing small town charm to all of America with its pooled employer plan, Castle Rock PEP.

Small businesses across America are facing state-mandated retirement plans. “We knew we had to step in to bring the best of the best to all of America using our knowledge of behavioral finance and nationally recognized participant success,” said Michele Suriano, Owner of Castle Rock Investment Company. “We want to add our own small-town charm to the PEP formula."

The low costs and high-quality investments in Castle Rock’s PEP make it a leader in this new market for the retirement plan industry but its differentiators are what makes it unique. Participants will have access to live feeds of Castle Rock events including Boots and Brews, cattle drives through town, PEP rallies, music concerts, and activities only available in Castle Rock, CO including the Starlighting, Zip Line, Challenge Hill, and so much more. Follow us on Instagram @CastleRockPEP.

Castle Rock PEP is taking the participant experience to the next level by partnering with ReciteMe to create an inclusive experience online by providing accessibility and language options to enable everyone to customize the website in a way that works for them. “The disabled population has been underserved and we are going to flip the script on financial wellness,” said Ms. Suriano.

Watch for the Instagram live feed or highlight reel from the top of Castle Rock as we come together for our inaugural PEP rally on October 8 th, “We’re All In This Together”, which reflects who we are – and what we strive to be. We want to build deep roots as a trusted partner for our clients and our communities.

About Castle Rock Investment Company

Castle Rock Investment Company is an entirely woman-owned SEC registered investment adviser located in Castle Rock, CO. More information can be found at http://www.castlerockinvesting.com.

View More Press Releases by Castle Rock Investment Company


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