Address : 404 W Broadway Rd, Tempe, Arizona 85282, United States
Phone Number : +1866-968-5363
Industries : Financial Services
Website : sunwest-pensions.com
Company Description
Sunwest Pensions offers third party administration and recordkeeping services to a diverse client base. We specialize in design, consulting and administration services for both defined contribution and defined benefit plans. Each Member of our professional staff is highly qualified and specialized in the area of qualified retirement plan administration and recordkeeping services. Our staff members hold national designations and state licenses which required continuing education, thereby providing our clients with professionals who are up to date in both the current regulations and technology. Our staff works in cohesive teams to provide our clients' and their advisors a seamless work effort. Each team member takes ownership in the success of our growth and reputation. Sunwest Pensions offers flexible plan design options and features while providing easy access to account information for plan sponsors and employees. We work closely with our clients' in-house staff, accountants, attorneys and investment advisors to provide a retirement plan that can evolve, grow and stand the test of time. Sunwest Pensions provides the expertise, flexibility and forward thinking necessary to achieve our clients' retirement goals while still providing a cost effective and manageable means to deliver that goal. Our philosophy is to provide superior, timely and cost sensitive approaches to our clients' retirement plan needs.
Specialities
- Defined Contribution Plans 401
- Defined Benefit & Cash Balance Plans
- Financial Services
- Profit Sharing
- Daily Valuation Open Architecture Recordkeeping
Financial
Employees Total : 16
Revenue (Yearly) : 8.4M
Miscellaneous
Founded in : 1998
Linkedin : sunwest-pensions
Email Providers : Outlook
Hosting : Blue Host
CMS : WordPress.org
Captcha : reCAPTCHA
Payments : Authorize.NET
Load Balancers : Nginx
Last Updated : 2023-11-05
Employees
- Lyneal Malicdem ( Director of Operations )
- Lisa Carlin ( Executive Assistant )
- Karissa Everson ( Client Relationship Manager )
- Talon Beach ( Daily Team Manager )
- Diane Quilter ( Internal Analyst/Reviewer )
- Lindsey Phillips ( Director Of Administration )
- Jim Anderson ( Client Relationship Manager )
- Ariel Clifton ( Payroll Processor )
Alumni
- Tiffany Jepsen ( Plan Administrator )
- Monica Martinez ( Conversion Specialist, Daily/MEP Team )
- Torie Jenkins ( Daily Valuation Administrator )
- Jeffrey Baum ( Analyst )
- Jennifer Conway ( Daily Plan Administrator )
- Kevin Donohoe ( Assistant Administrator )
- Donald Stewart ( Retirement Plan Consultant )
- Samra Rafiq ( Business Development Assistant )
- Melissa Metzger ( Analyst )
- Morgan Radcliffe ( Analyst )
- Megan Lane ( Analyst )
Competitors
 | Preferred Pension Planning Corporation financial services 6M yearly revenue |
 | Benetech Inc. financial services 11.2M yearly revenue |
 | Intac Actuarial Services, part of FuturePlan by Ascensus financial services 20M yearly revenue |
 | The MandMarblestone Group financial services 5M yearly revenue |
 | SHA Retirement Group - A OneDigital Company financial services 9 employees |
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