OUR GOAL

is to provide retirement plan design and services that meet our client’s needs that are both cost effective and manageable.

OUR PHILOSOPHY

is to provide superior, timely, and cost sensitive approaches to our client’s retirement plan needs.

About Us

Sunwest Pensions is a Metropolitan Phoenix based firm specializing in the consulting, administration and record keeping of 401(k) plans and, other retirement plans. Sunwest Pensions has been providing these services to a wide and varied client base throughout the Western United States
since 1998.

 

 

 


  • Senior Staff

Each member of our professional staff are highly qualified, motivated, and hold various national and state licenses/designations. Our staff works together in cohesive teams to provide our clients and their advisors a seamless work effort through superior knowledge and quality. Each team member takes ownership in the success of our growth and reputation.

Theresa Conti, APR, QKA, ERPA

Theresa Conti formed Sunwest Pensions in 1998 to provide clients with a flexible and innovative approach to 401(k) recordkeeping and administration services. Sunwest Pensions is one of the largest TPA’s in the Southwest with clients throughout the U.S.

Lyneal Malicdem, APA
Director of Operations

Lyneal has been in the industry for more than 15 years focusing on the administration of qualified retirement plans, specializing in defined contribution plan consulting, implementation and administration for both small and large plans. He has been an integral part of the growth of Sunwest Pensions. Lyneal is responsible for the operations of all aspects of Sunwest Pensions. He graduated from the University of Phoenix with a Bachelor of Science in Business Accounting. He furthered his education in the pension industry by obtaining the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators (NIPA). He is a trusted point of contact for both plan sponsors and financial advisors.

  • Our Company

This section contains company information, press releases, our mission statement and more.

> Mission Statement
> Company Information
> Company Events