Faris & Company

Compensation Systems (CSi), a division of HUB International, is a leading firm specializing in designing and administering business retirement plans in Indianapolis, IN. With over 50 years of experience, CSi offers comprehensive services, up-to-date expertise, and personalized attention to detail, helping companies make a meaningful difference in their employees' retirement outcomes. They simplify administration, compliance, and plan operation, providing valuable resources and fostering long-term relationships to complement any HR department. CSi's commitment is to their clients, assisting them in making informed financial decisions to achieve their retirement goals and dreams. They keep clients updated on changes in retirement plan trends and laws through their Retirement Plan News, ensuring participants receive the plan documents they're entitled to. With a focus on simplifying complexities and providing expert guidance, CSi is the trusted partner for companies seeking the right retirement plan to attract and retain the best workforce.Generated from the website

The Rose Financial Group, LLC is a trusted third-party administrator (TPA) based in Indianapolis, IN. Founded in 1999 by Al Rossetti, a seasoned professional with over 24 years of experience in the industry, the company aims to provide exceptional service standards to its clients by combining the expertise of traditional trust departments with the efficiency of independent administration. With a focus on optimizing qualified plan designs and ensuring compliance with applicable laws, Rose Financial Group offers personalized and comprehensive solutions that meet the unique objectives of each client. Recognizing the need for improved communication and coordination among various parties involved in retirement plans, Rose Financial Group acts as a liaison between plan sponsors and other stakeholders, such as brokers, insurance agents, custodians, and recordkeepers. By streamlining processes and facilitating cross-functional collaboration, the company ensures a seamless experience for its clients, allowing them to leverage different plan features and service providers while maintaining plan continuity. With a commitment to outstanding service, responsibility, accountability, and empathy, Rose Financial Group goes beyond common courtesy to provide exceptional support and expertise in managing day-to-day plan activities for the benefit of its clients.Generated from the website