Plan Administration

Plan administration is at the heart of what we do. After installation, a plan needs continuous oversight.

SI GROUP will provide the annual administration of the plan so that the plan sponsor and participants continue to enjoy all tax benefits they are eligible to receive. Our plan administration services include:

  • Determining eligible participants
  • Identifying highly compensated and key employees
  • Performing compliance testing
  • Preparing trust financial reports
  • Preparing employer allocation reports
  • Completing annual tax reports
  • Reminding the plan sponsor of important deadlines

You can rely on SI GROUP to ensure the accuracy of the year-end testing and reports that are required for your retirement plan.

About SI GROUP

Trust. Integrity. Expertise. Those are some of the reasons SI GROUP Certified Pension Consultants is Hawaii's largest third-party administration (TPA) firm for tax-qualified retirement plans. We’ve been in this business for 30 years and we administer approximately 800 profit sharing, 401(k), money purchase, 403(b), Cash Balance and traditional defined benefit pension plans for 18,000 participants. The total value of assets in these plans exceeds $1.3 billion.

Contact Us

SI GROUP Certified Pension Consultants

1299 South Beretania Street
Suite 315
Honolulu, Hawaii 96814

Tel: 808.748.7700
Fax: 808.748.7799