SI GROUP's strengths lie in the years of experience, quality staff, local presence in Hawaii and strong referral base.

Professional, Credentialed Staff

We believe a well-educated staff are better equipped to keep customers and referral sources satisfied. To this end, SI GROUP requires our professional staff to pursue industry credentials.

We are the largest TPA in Hawaii and employ a higher percentage of credentialed employees than other TPAs in the area. All of our account administrators and client-facing employees must hold industry credentials, with the minimum credential being a Qualified 401(k) Administrator.

Currently, SI GROUP’s employees maintain over 30 industry credentials including:

• 12 Qualified 401(k) Administrators
• 8 Qualified Pension Administrators (QPA)
• 5 Certified Pension Consultants (CPC)
• 7 Enrolled Retirement Plan Agents (ERPA)
• 2 Certified Employee Benefit Specialists (CEBS)
• 1 Accredited Investment Fiduciary Analyst (AIFA®)

Because of this tremendous staff expertise, SI GROUP is able to work with or recommend even the most complex plan designs, custom-tailoring solutions to meet our clients' needs.

CEFEX-Certified Company

Annually, SI GROUP voluntarily undergoes an extensive audit by the Centre For Fiduciary Excellence. The purpose of the audit is to ensure that SI GROUP is adhering to the best practices in the industry. The audit includes such assessments as document reviews, client file sampling, interviews with our staff with respect to our standard processes and procedures, data security protocols, and a review of our financial statements.

We are proud to say that we have successfully passed each audit and maintain a AAA rating, which is the highest rating available.