WHAT MAKES US STAND OUT?

Plan Design
Plan Design is an ongoing process for your plan. Initial Plan Design is important for a start up plan in that we will look at the makeup of your employees as well as your goals. We can discuss safe harbor contributions and different profit sharing formulas including those that are integrated with social security, age-weighted or cross tested/new comparability.

Plan Design is also an evolutionary process in that we pro-actively review your current plan design and ideas for increasing plan participation, providing more contributions to the employer or adding Safe Harbor provisions to help with the ADP/ACP tests.

Our Service
Our service model allows us to provide personalized service to local clients near our offices in the Phoenix, Arizona metropolitan area or our many clients outside of our area. Our service model also allows us to work hand-in-hand with you, your Financial Advisor, your Accountant or their consultants in the set-up and ongoing administration of your plan.

  • Recordkeeping Partners

 

Sunwest Pensions has relationships with several recordkeeping partners. Below please find information regarding some of our preferred partners and access to their website and forms.

 

 

 

 

 



 



 


 


 





 

For additional forms or specific form instruction please click on the website above.