Rose Financial Group Llc

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6100 N Keystone Ave Ste 257
Indianapolis, IN 46220
+1 (317) 202-0499

The Rose Financial Group, LLC, based in Indianapolis, IN, is a third-party administration (TPA) firm specializing in retirement plans. Established in 1999 by Al Rossetti, a veteran with over two decades of experience, the company offers services such as plan design, implementation, document preparation, and day-to-day administration for a range of retirement plans across the United States.

Rose Financial distinguishes itself by providing a standard of service that aims to exceed traditional trust department standards. The company works directly with clients, acting as a liaison between various parties involved in the retirement plan process. This hands-on approach ensures effective communication, coordination, and expertise, ultimately helping clients meet their company, plan, and employee objectives.

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Rose Financial Group

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
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