Serving Trusted Advisors

SI GROUP has built its business on referrals from professional business associates, including financial advisors, CPAs and attorneys.

We appreciate and value the trust these advisors have placed on us and have always strived to ensure a high degree of satisfaction for our “shared” clients.

These referral sources recognize that SI GROUP offers superior service and high quality plan administration, so we are often the preferred provider of choice in the Hawaii market. Currently, SI GROUP is the only Hawaii-based firm to have achieved the ASPPA Service Provider Certification. Additionally, we partner with recordkeepers and advisors to offer unbundled, investment independent (open architecture) alternatives.

To maintain this preferred status, SI GROUP will focus on maintaining strong relationships with referral sources, selecting strong business partners, and maintaining quality and knowledgeable staff.