Castle Rock Investment Company is accepting registrations for its complimentary lunch seminar, “Vanguard Opportunity for Plans Under $20MM,” set for March 8 at the Cool River Café in Greenwood Village.
The lunch seminar will educate plan sponsors on a number of developments in the retirement plan industry, including a new partnership between the Vanguard Group and Ascensus, one of the nation's largest recordkeepers serving the small to mid-plan market. Josh Haynes, CRPS, regional vice president from Ascensus, will review the benefits of the new partnership, including low-cost investments, transparent pricing with flexible payment options, participant education and high-quality recordkeeping.
Michele L. Suriano, president of Castle Rock Investment Company, will be available to answer questions and to provide her perspective on the retirement plan marketplace and the increased liability facing plan sponsors under the final 408(b)(2) and 404(a)(5) regulations.
To register, go to www.castlerockinvesting.com. Cool River Café is at 8000 E Belleview Ave in Greenwood Village. The event, which includes a buffet style lunch, will run from 11:00a.m.-12:30 p.m.
For additional information on the seminar, or to register, contact Molly Vogt Noyes, consultant at Castle Rock Investment Company, at 303-249-1355 or Molly@castlerockinvesting.com.