Team Member Element
This element allows you to display an image of a team member, along with a description and a few social links for each member you display
John, Janna, Sarah, Max, Mikel
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Theresa Conti, APR, QKA, ERPA, CPFA
Founding Member Firm
Cerrado Group Executive Committee Member
Sunwest Pensions was formed in 1998 to provide clients with a flexible and innovative approach to qualified retirement plans. We are aware of what business owners go through in trying to create retirement plans that mean something to your company. We strive to create an environment for our clients that can satisfy all of their retirement plan needs. We have a culture of providing top notch service and communication to our clients. We work with you to present innovative plan design options based on your goals and objectives….not ours!
Theresa Conti, APR, QKA, ERPA, CPFA
Founding Member Firm
Cerrado Group Executive Committee Member
Sunwest Pensions was formed in 1998 to provide clients with a flexible and innovative approach to qualified retirement plans. We are aware of what business owners go through in trying to create retirement plans that mean something to your company. We strive to create an environment for our clients that can satisfy all of their retirement plan needs. We have a culture of providing top notch service and communication to our clients. We work with you to present innovative plan design options based on your goals and objectives….not ours!
Joseph Burt ERPA, APA, QPA
Founding Member Firm
Cerrado Group Executive Committee Member
Pension Plan Specialists is a full service third party administration (TPA) firm based in Vancouver, Washington, built from the ground up to provide unparalleled service, expertise, and guidance in the administration of our customers’ retirement plans. Unlike traditional Third Party Administrators or fully-bundled providers, we take additional measures to insulate and protect our clients from the complex rules and regulations that overwhelm so many companies. For over 25 years we have worked hard to earn the trust and confidence of our clients, as well as the many CPAs, Attorneys, and Investment Professionals we work with.
Joseph Burt ERPA, APA, QPA
Founding Member Firm
Cerrado Group Executive Committee Member
Pension Plan Specialists is a full service third party administration (TPA) firm based in Vancouver, Washington, built from the ground up to provide unparalleled service, expertise, and guidance in the administration of our customers’ retirement plans. Unlike traditional Third Party Administrators or fully-bundled providers, we take additional measures to insulate and protect our clients from the complex rules and regulations that overwhelm so many companies. For over 25 years we have worked hard to earn the trust and confidence of our clients, as well as the many CPAs, Attorneys, and Investment Professionals we work with.
Kara Kul King
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