SERVING TRUSTED ADVISORS

Our depth of experience fosters valuable partnerships.

OUR COMMITMENT

A Partnership with Unequaled Service and Accuracy

We are here to collaborate to ensure plan compliance, administration, and success. We coordinate with Recordkeepers for accurate plan reporting and with Advisors to support employer and employee needs, and we strive to ensure a high degree of satisfaction with our shared clients, recognizing the trust you have given us.

HAWAII’S MOST TRUSTED TPA

Recordkeepers and Financial Advisors are SI Group’s valued partners.

SI Group is proud to have partnered with Recordkeepers, Financial Advisors, CPAs, and attorneys for decades. Our relationship with these trusted partners, like you, will always be highly valued by our team. Our reputation of superior service and high-quality plan administration has made us the preferred provider of choice in the Hawaii market. We don’t take that recognition lightly, which is why we are committed to providing unequaled collaboration and partnership.

OUR EXPERTISE

Our team maintains 30+ industry credentials.

“SI Group’s reputation is exemplary, and that’s all thanks to our team and the high standards for quality and precision that they set. Every team member holds industry credentials, and they are constantly raising the bar so that we can custom-tailor solutions to meet even the most complex client needs.”

– Ellen Kawashima, President


Qualified 401(k) Administrators

12


Qualified Pension Administrators (QPA)

8


Certified Pension Consultants (CPC)

5


Enrolled Retirement Plan Agents (ERPA)

7


Certified Employee Benefit Specialists (CEBS)

2


Accredited Investment Fiduciary Analyst (AIFA®)

1

WE’RE HERE TO HELP

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