Retirement Plans

Castle Rock Innovations Retirement Service practice has 25 years of experience delivering technology solutions for the retirement industry. Our experiences cover applications for the DC / DB / HW as well as developing applications for Financial Advisors. Our consultants, designers and development personnel provide strategy services, web design, web content development, client liaison, database / data-warehousing, network security configuration, and e-commerce development. We believe that technology development is a collaborative effort between departments rather than the domain of a designated department.

Augmentation to Core Systems

• Call Center Interfaces
• Participant, Plan Sponsor and Advisor Websites
• Data Processing automations for census, payroll, remittance and compliance systems
• Reporting and Media
• Data Warehousing and Statistical Analysis

Financial Planning Tools

• Forecasting
• Asset Allocation Plans
• Traditional IRA to Roth IRA Conversion
• Life Goal Planning
• NUA
• 72(T)

Consulting

• Core Recordkeeping Systems
• Augmentation to Core Systems
• Recordkeeping Conversions
• Financial Advisor Servicing Strategies
• Systems Security