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.


Plan Administration

Compliance Testing

Testimonial from the practice manager of a medical group in Honolulu, HI. They say, "SI Group held our hand through a painful transition. We were comforted knowing we were with a company we could trust and who care that we were educated about our pension plan. The support continues to be wonderful. We recommend SI Group to any company."