Helping To Protect Your Retirement Nest Egg

Welcome to The Rose Financial Group.

We are the company you don't see. We work behind the scenes to ensure that your retirement dollars are properly invested and accounted for. This site is designed to make obtaining information about and access to those dollars easier for you.



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Qualified Plan Industry News

The IRS released findings from the Random Compliance Audit of 2010. Of the 1200 plans surveyed: 43% are Safe Harbor, 65% allow Participant Loans, and 54% require 1 YOS for eligibility.

According to TIAA-CREF Survey, One-Third of Americans have never increased their Retirement Plan Contribution Rate.

The 401(k) Plans turns 40 this year!!