Services
401(k)/Profit Sharing Plans/SEP/SIMPLE IRAs
Pensions West performs all the daily functions of retirement plan
administration allowing the plan sponsor to focus on their business.
Services include the following:
Plan Design
Plan Document Preparation
All Testing
5500 Government Forms
Distributions & Loans
Investment Education
Your knowledge of financial investment
opportunities is a key ingredient for a successful
retirement plan. We conduct enrollment and
education meetings for your employees
including one on one personal financial
counseling.
