Hawaii’s Leading Retirement Consulting Firm
OUR MISSION
Making retirement work for everyone.
We are a client-focused retirement consulting firm, proudly serving the retirement needs of Hawaii’s small business community for 40 years. With 19 Hawaii-based employees, including Pension Consultants, Administrators, and Actuaries, we have built our reputation on understanding the unique needs of our clients, including Sole Proprietors, Partners, and Employers, with an unmatched depth of expertise.
MAKING RETIREMENT WORK FOR EVERYONE
Personal Design. Local Service. National Support.
SI Group's local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client. Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in the hospitality and tourism industries, we can create a solution tailored for you and your business, that ensures you’ll minimize your tax liability and reduces your risk by remaining compliant.
$2.8B+
Assets Under Management
19
Retirement Consultants
875+
Plans Administered
Backed by Strongpoint Partners’ national infrastructure to meet any challenge:
200+
Retirement
Consultants
~1K
New Plan Designs
Per Year
13K+
Total Plans
Administered
$24B+
Assets Under
Management
~9.5
Average Years of
Client Tenure
35+
Avg. Years of Design Specialist Tenure
TRUST, INTEGRITY, & EXPERTISE
We’re here to custom build solutions tailored for your retirement objectives.
We recognize that priorities vary within your company. Employers may focus on attracting, retaining, and rewarding key talent, while employees prioritize retiring on time. Your Human Resources team may be most concerned with managing fiduciary responsibilities and staying compliant with DOL and IRS regulations. At SI Group, our top priority is you. You can rely on us for expert support, allowing you to stay focused on growing your business. Learn More
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January - March
With an ADP/ACTP testing deadline of March, 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
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April - June
In Q2 our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with recordkeepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identifying by our testing and report prep, as we plan for the coming fiscal year.
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October - December
With all 5500’s filed, signed, and complete by October, 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
Our Certifications
SI Group employs a higher percentage of credentialed employees than any other TPA in Hawaii, serving our clients with an unequaled level of expertise on even the most complex plan designs. Learn More.
FOR OUR PARTNERS
Recordkeepers and Financial Advisors are our valued partners.
Collectively, a great advisor, recordkeeper, and third-party retirement plan administrator who prioritize client objectives, transparency, accuracy, and access, can solve any retirement need. We pride ourselves on our ability to work alongside other leading experts to design a plan that maximizes benefits and minimizes risks for any client, regardless of unique need or circumstance. Come learn how we can partner with you to increase client success, client service, and long-term client satisfaction.
