Technology Experts
Castle Rock Innovations is a state of the art enterprise technology services organization that utilizes technical expertise and business knowledge to create value for our clients.
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






