Sunwest Pensions

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Description

  • Sunwest Pensions offers third party administration and recordkeeping services to a diverse client base with offices in Phoenix, Tucson, Las Vegas and Southern California. 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.
  • location

    Headquarters:Po Box 7850 , Tempe, Arizona, United States

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  • Sunwest Pensions phone

    Phone Number: +1 866-968-5363

  • Sunwest Pensions website

    Website: https://www.sunwest-pensions.com

  • Sunwest Pensions employees

    Employees:15

  • Sunwest Pensions revenue

    Revenue:$1 - 10M

  • Sunwest Pensions legal name

    Legal Name:Sunwest Pensions

  • Sunwest Pensions's Social Media

    Sunwest Pensions linkedin
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  • |  NAICS Code: 524210  |

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Person level website identification

Director Of Annual Valuation for Sunwest Pensions

Apa Lindsey Kotz

Director Of Annual Valuation

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View Employees

Apa Lindsey Kotz

Director Of Annual Valuation

Apa Lyneal Malicdem

Director Of Operations

Talon Beach

Team Lead

Jim Anderson

Client Relationship Manager

Karissa Everson

Client Relationship Manager

Frequently Asked Questions regarding Sunwest Pensions

  • Where are Sunwest Pensions's Headquarters?

    Sunwest Pensions's Headquarters are in Po Box 7850 ,Tempe,Arizona,United States

  • What is Sunwest Pensions's phone number?

    Sunwest Pensions's phone number is +1 866-968-5363

  • What is Sunwest Pensions's official website?

    Sunwest Pensions's official website is https://www.sunwest-pensions.com

  • What is Sunwest Pensions's Revenue?

    Sunwest Pensions's revenue is $1 - 10M

  • What is Sunwest Pensions's NAICS code?

    Sunwest Pensions's NAICS code is 524210

  • How many employees are working in Sunwest Pensions

    Sunwest Pensions has 15 employees

  • What is Sunwest Pensions's Industry?

    Sunwest Pensions is in the industry of Financial Services

  • Who is Sunwest Pensions's Director Of Annual Valuation?

    Sunwest Pensions's Director Of Annual Valuation is Apa Lindsey Kotz

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