Meet Your Advisors
A unique joint approach that combines national retirement plan expertise with the local guidance your employees trust.
Evergreen works with retirement plans across the country to reduce fiduciary liability, shape investment strategy, align plan design with employer goals, and provide meaningful benefits to employers.
INPAC provides local, in-person education, one-on-one support, and communication aligned with Hawaii’s culture and communities. This reduces HR workload and can improve participant outcomes.
Evergreen works with retirement plans across the country to reduce fiduciary liability, shape investment strategy, align plan design with employer goals, and provide meaningful benefits to employers.
INPAC provides local, in-person education, one-on-one support, and communication aligned with Hawaii’s culture and communities. This reduces HR workload and can improve participant outcomes.
Evergreen works with retirement plans across the country to reduce fiduciary liability, shape investment strategy, align plan design with employer goals, and provide meaningful benefits to employers.
INPAC provides local, in-person education, one-on-one support, and communication aligned with Hawaii’s culture and communities. This reduces HR workload and can improve participant outcomes.
Areas of Focus
Qualified Retirement Plans
401(k)
403(b)
457
ESOP
Cash Balance Plans
Nonqualified Plans
Deferred Comp
Supplemental Executive Retirement Programs (SERP)
Executive Bonus & Split Dollar Plans
Pooled Employer Plan
A streamlined solution for Hawaiian employers to upgrade their retirement plan. By allowing them to offload retirement plan operations, reduce fiduciary exposure, and eliminate costly audits.