Press Release

Local Firm Provides Alternative to Colorado SecureSavings

Issued by Castle Rock Investment Company

May 15, 2023

CASTLE ROCK - Colorado’s SecureSavings program’s June 30 th deadline is approaching for employers with five or more employees. However, local entrepreneur Michele Suriano wants to showcase the better option for employers and their employees.

“We knew we had to step in to bring the best of the best to all of Colorado,” said Michele Suriano, Founder and President of Castle Rock Investment Company, “using our knowledge of behavioral finance and adding our small-town charm.”

Castle Rock Investment company offers what’s known as a Pooled Employer Plan, aka Castle Rock PEP, that presents a new opportunity for small business owners to start a retirement plan with zero startup costs and limited employer involvement. Additionally, employers can expect customization options, a significant increase in individual savings limits, and thousands in business tax credits.

“We are committed to transforming retirement possibilities for all Coloradoans and are 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,” said Michele Suriano. In addition, all participants in Castle Rock PEP will have access to individual investment advice and their financial planning software.

“As a Castle Rock small business owner, I believe we deserve a retirement plan that creates a secure retirement that won’t distract us from building our business.” –Suriano

About Castle Rock Investment Company

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

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