Trust, Service, Value…..This is Rose Financial

Rose Financial is one of the Mid West's most respected 401(k) plan administrators. We have partnered with hundreds of employers across eight states helping provide employees with retirement plan benefits unsurpassed in the market today.


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Qualified Plan Industry News

> DOL postpones the deadline for 2013 Annual Participant Disclosure.
> Supreme Court Marriage Decision affect retirement plans - if a state chose to recognize a same gender marriage, then it would apply for purposes of federal law, including retirement plan provisions.
> New EPCRS procedures went into effect on April 1, 2013 providing additional guidance on many previously neglected situations.