Trust, Integrity, & Expertise.

That’s why we are Hawaii’s largest TPA firm for tax-qualified retirement plans, in business for 40 years.

OUR VISION

To establish and maintain effective retirement savings programs that empower our clients and their employees to achieve long-term financial security.

We do this with an unequaled level of expertise on even the most complex plan designs. Learn more about our certifications.

$2.8B+

Total Value of Assets

875+

Plans Administered

25K+

Plan Participants

OUR SERVICES

We believe a great retirement solution begins with design, and ends with the right tools, and the right service, to maximize outcomes.

    • Traditional employer sponsored 401(k)

    • Safe Harbor 401(k)

    • SIMPLE & Solo 401(k)

    • Profit Sharing Only plans

    • Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies

    • Traditional Cash Balance or Defined Benefit plans

    • Tiered or Age Based plans

    • Combo 401(k) and Cash Balance options to maximize tax deferred savings

    • Variable Annuity Plans

    • Payroll Processing 

    • Time System and Integrated Workforce Management 

    • Mineral HR-OnDemand 

    • Benefits Administration 

    • Accrual Tracking 

Learn more about our Retirement and Payroll solutions.

OUR MISSION

To make retirement work for everyone by being the most trusted, knowledgeable, and client-centric TPA firm in Hawaii.

To learn more about our expertise and how we can help you, visit Our Services.

OUR VALUES


Excellence

We strive for excellence in our execution, with an intense attention to detail. 


Collaboration

We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.


Integrity

In everything we do, we act first with honesty and integrity.


Education

A well-educated staff is better equipped to keep customers and referral sources satisfied. That's why we require our team to pursue industry credentials.

For 40 years, we have proudly provided Hawaii with unmatched expertise, building a reputation of trust and integrity within our local community. Our rich local history gives us a strong foundation and inspires the way we serve you, and our national resources mean you can count on us for any challenge.

OUR STORY

A unique history of dedication and transformation.

SINCE MAY 2024

SI Group is a proud Strongpoint Partner.

As a Strongpoint Partner, SI Group is a part of the most trusted, knowledgeable, and customer-centric retirement platform for small and medium-sized businesses. Learn More.

WE’RE HERE TO HELP

Contact our team of credentialed Pension Consultants, Administrators, and Actuaries today.