Professional & Credentialed
Our team consists of some of the top retirement experts in Hawaii who pride themselves on maintaining industry credentials to best serve our clients with even the most complex plan designs.
OUR EXPERTISE
Our team maintains 25+ industry credentials.
8
Qualified 401(k) Administrators
4
Qualified Pension Administrators (QPA)
3
Certified Pension Consultants (CPC)
3
Enrolled Retirement Plan Agents (ERPA)
2
Certified Employee Benefit Specialists (CEBS)
1
Accredited Investment Fiduciary Analyst (AIFA®)
NOTEWORTHY CREDENTIALS: ASPPA
ASPPA Administration Services Certification
SI Group is proud to have been awarded the ASPPA Administration Services Certification, a designation of excellence that recognizes our commitment to best practices. Of the thousands of TPA firms across the country, fewer than 50 have earned this designation.
American Society of Pension Professionals & Actuaries (ASPAA) is a national organization of more than 7,000 retirement professionals who provide consulting and administrative services for qualified retirement plans covering millions of American Workers. Learn More
NOTEWORTHY CREDENTIALS: CEFEX
CEFEX Annual Audit
Each year, SI Group voluntarily undergoes an extensive audit by CEFEX to ensure that we are adhering to the latest industry best practices. The audit includes assessments such as document reviews, client file sampling, interviews with our team about our standard process and procedures, data security protocols, a review of our financial statements, and more.
CEFEX, the Centre for Fiduciary Excellence is an independent organization that assesses and certifies investment advisory firms on their adherence to a global fiduciary standard of excellence. Learn More
Quick Links: CEFEX Public Report | CEFEX Letter of Resignation | CEFEX Press Release
We are proud to have a AAA Rating.
SI Group’s commitment to excellence allows us to maintain an AAA rating, the highest rating available.
