Insurance Services from Castle Rock Innovations

Flexible, Accurate, Compliant

  • Single Data Repository supports all plan types
  • Interface with record keeping and administration companies
  • Allows FAs to establish plans out of the primary selling network
  • Optimal Data Stream and Reporting
  • Solution certified by industry leaders

Castle Rock Innovations Releases Retirement Analytics and Compliance Solution

  • 408(b)(2), 404(a)(5)
  • Benchmarking
  • Comprehensive Auditing Toolkit
  • Automated Plan Data Feed From over 40 Record Keepers
  • Fully Managed Web-based Solution