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.
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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
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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
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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.
