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.

Consulting

Retirement

Sunwest Pensions

Lindsey Phillips, APA

Sunwest Pensions

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