HOW WE CAN SERVE YOU
We’re here to custom build solutions tailored for your retirement objectives.
YOUR LOCAL EXPERTS
Our team can create a custom retirement plan to help you meet your objectives.
From plan design and implementation, to compliance, administration, government reporting and filings, and ongoing plan support and consulting, we’re your local experts in retirement services.
401(k)
Includes traditional, Roth, and Safe Harbor 401(k) plans, along with plan administration, compliance testing, and reporting.
Profit Sharing
Employer-funded retirement plans where contributions are discretionary and based on company profits.
457 Plans
Tax-advantaged retirement plans for government and certain non-profit employees.
Defined Benefit & Cash Balance
Pension-style retirement plans with guaranteed benefits. Cash Balance plans combine features of defined benefit and defined contribution plans.
ESOP (Employee Stock Ownership Plan)
Allows employees to become partial owners of the company through stock allocations.
Fiduciary 3(16) Services
Administrative fiduciary responsibilities to reduce your liability and workload.
A UNIQUE APPROACH
How we serve you throughout the year:
Our team works with you throughout the year to ensure you’re minimizing your tax liability, staying compliant, and effectively meeting your goals.
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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.
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 Partner’s national infrastructure to meet any challenge:
110
Retirement
Consultants
~1K
New Plan Designs
Per Year
~9.5
Average Years of
Client Tenure
35+
Average Years of
Design Specialist Tenure
$21B+
Assets Under
Management
7K+
Total Plans
Administered
Are you a Record Keeper or Financial Advisor?
We would love to partner with you. Learn more about how we can work together.
