Insurance Services from Castle Rock Innovations

Flexible, Accurate, Compliant

AXIS Retirement Plan Analytic Platform (AXIS) is web based software service that supports the ability for retirement plan fiducaries to support DOL mandated section 408(b) (2) regulatory fee disclosure reporting requirements.
Retirement Analytics Platform

Castle Rock Innovations Releases 408 (b) (2) Solution

  • Single Data Repository Supporting all plan types
  • Interface with record keeping and administration companies
  • Allow FAs to establish plans out of the primary selling network
  • Optimal Data Stream and Reporting
  • Certifed Solution by industry leaders
“CRI created proprietary software which allowed us to effectively manage our business. Our software has become an asset far exceeding the cost of development. Choosing CRI was certainly one of the best decisions we have made in the history of our company.” John Abbatico, CTO, Leading
On-Demand, Extended Enterprise
Management Solution