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OBJECTIVE · FIDUCIARY · INDEPENDENT
Retirement Plans.
Done Better.
Independent guidance that helps employers lower costs, reduce fiduciary risk, and give employees a plan they understand.
25+
Years of Retirement
Industry Experience
100%
Focused on
Employer Retirement Plans
0%
Cross-Selling
or Product Sales Agendas
Plan Design
Designed around your business, workforce, and long-term goals.
FIDUCIARY SUPPORT
Clear guidance on fees, investments, and fiduciary responsibilities.
Employee Education
Participant-focused education that helps employees feel more confident.
Cost Control
Benchmarking plans to keep plan costs in check, including our own.
Partner Resources
Independent Advice with
Institutional Resources
Through our partnership with RPAG, Castle clients get access to exclusive institutional, low-cost investment options, fee and plan benchmarking against plans nationwide, and fiduciary support tools usually reserved for much larger firms.
MEET YOUR Retirement Plan Specialist
Jesse Melichar
With 25+ years in the retirement industry, Jesse has seen every side of the table, from participant education and consulting for financial advisors to retirement plan sales at Fortune 500 providers. Today he helps employers build retirement plans that manage costs, support fiduciary responsibilities, and make it easier for employees to save for their future, all for a fixed fee based on the services the plan receives.
SCHEDULE A CONSULTATION
With Castle Financial