Providing Clients Peace of Mind

The regulations governing retirement plans—and the volumes of documentation required to verify compliance to them—frequently change. 

As a result, the tasks involved in establishing and maintaining a retirement plan can seem overwhelming. SI GROUP can simplify your workflow. Our team of experts will work closely with you to meet compliance obligations. While many Third Party Administrators can handle the paperwork and computations, very few really make the effort to understand their client’s business. We specialize in just that kind of relationship, getting to know the plan sponsor, the participants and the business.

Is your plan operating as efficiently as possible? Is it in compliance? Does it match your long-term objectives? We can help you answer these essential questions to ensure that you have a retirement plan that is valued by your business and your employees.

Our mission is simple: We aim to give our clients peace of mind about their retirement plans through our expertise, experience, and collaborative partnerships with your other advisors.


Plan Administration

Compliance Testing

Testimonial from the chief human resources and compliance office of a non-profit organization in Maui, HI. They say, "We turned to SI Group to administer our new 401(k) plan. They provided recommendations and plan advice regarding plan design and the plan document. I highly recommend SI Group."