The Rose Financial Group, LLC is a trusted third party administrator (TPA) based in Indianapolis, IN, offering expert retirement plan design and administration services. With over 20 years of experience, they bring the service standards of traditional trust departments to the independent TPA market, ensuring their clients receive unmatched service and support.
Committed to solving the common challenges faced by plan sponsors, Rose Financial acts as a liaison between clients and other plan parties, coordinating projects and activities to enhance communication and prevent brokers and agents from facing questions beyond their expertise. Their dedication to outstanding service goes beyond common courtesy, promoting responsibility, accountability, and empathy to provide a comprehensive and personalized experience for their clients.
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