Call Us For The Status On Your Plan

The Rose Financial Group, LLC
Pension Administration
6602 East 75th Street, Suite 200
Indianapolis, IN 46250
Office: (317) 558-8000
Fax: (317) 558-0010

Operational Updates

Quarterly Processing

We are approaching another quarter-end, and will begin our quarterly processing of your plan valuation following the close of this calendar quarter.  Your personal quarterly statement of your account will be mailed to your home address.

Please contact your account coordinator if you have any questions on your most recent Employer Valuation Summary.  Also, if there is ever anything we can do to perform our services for you that takes additional work off of your shoulders, please do not hesitate to ask. We will do everything in our power to accommodate all reasonable requests.


2015 Participant Disclosure Package

In November, we will be sending to you the 2015 Participant Disclosure Package for your Plan.  The Package will include the following annual disclosures (if applicable to your plan).

-     Safe Harbor Notice

-     Annual QDIA Notiec

-     Automatic Enrollment Notice

-     404(a)(5) Participant Disclosure

The disclosure package will need to be provided to each of your employees that are eligible for the plan.  We recommend that you obtain email addresses for each of your employees to simplify the process of distributing the package.


2015 Plan Limits

IRS has increased the various limits related to your plan for 2015.   The new limits are:

-     Maximum Elective Deferral                                       $    18,000

-     Maximum Catch-Up Deferral                                    $      6,000

-     Maximum Total (per Plan) Contribution                     $    53,000

-     Annual Compensation Limit                                      $  265,000

-     Highly Compensated Employee Limit                       $  120,000