HOME EMPLOYER ADVISOR ABOUT US CONTACT US RESOURCES BLOG November 17, 2021 Retirement Plans Sunwest Pensions Staff Volunteers At Food Bank So excited to have the Sunwest Pensions team together! On November 16th Sunwest staff filled over 1,000 emergency food bags at United Food Bank! We are so happy to give back to our community….we are also helping to sponsor a turkey & food drive and are hoping to raise $1,000 and Sunwest Pensions will match it! Please donate […] Read more November 5, 2021 Retirement Plans Retirement Plan Limits 2022 The IRS just released cost-of-living adjustments affecting dollar limits for pension plans and other retirement-related areas for the tax year 2022. The 2022 limits were published in Notice 2021-61 and released November 4, 2021. Read more October 25, 2021 Retirement Plans Re-enrollment and Auto Enrollment “I don’t make enough money or have too many bills to save for retirement.” I hear this so frequently from people. I would argue that saving for retirement should be a priority. As long as you recognize that having a comfortable retirement is important, you can make saving a priority. So, I love that so […] Read more September 23, 2021 Retirement Plans | Uncategorized 8th Annual Sunwest Pensions Charity Golf Tournament Raises more than $16,000! This year on September 16th, we once again held our Charity Golf Tournament benefitting the Melonhead Foundation (https://melonhead.org.) Cancelled in 2020 due to COVID restrictions on travel and gatherings, this year’s tournament marked the return to an in-person event. This was our 8th year hosting the tournament and we had fantastic participation with more than […] Read more May 27, 2021 Uncategorized What will we do different in our business now and things we should consider as business owners since the pandemic? So during the pandemic, I can tell you that I was continually stressed and very impatient with many things that were going on in my life and my business. A few weeks ago, this really became evident to me as I noticed it in some of my client interactions and took a step back to […] Read more May 18, 2021 Retirement Plans What did we learn from the pandemic as biz owners? In March 2020, I was blindsided by the “shut down” of our normal business life. The first month of the “shut down” was incredibly difficult in many ways. Even though we were set up to work remotely, there were still concerns about having our entire staff work remotely every day, how would our clients fair […] Read more April 30, 2021 Uncategorized JA 4.01K VIRTUAL RACE Sunwest Pensions staff recently took part in the annual Junior Achievement of Arizona 4.01K Race. This year the race, which is designed to raise awareness and support financial literacy programs through JA that put kids on the right track to financial fitness. Sunwest has sponsored the race for several years. This year it was a […] Read more April 13, 2021 Retirement Plans Retirement Plan Start Up Tax Credit In an effort to encourage companies to start a retirement plan, the SECURE Act changed the start up tax credit. I know with our clients, most of them pay our fees to service their plan directly (instead of running the fees through the plan and having participants absorb that cost). The new tax credit is […] Read more March 22, 2021 Retirement Plans You can still start a plan for 2020? How? In the old days (before the Secure Act), it is late February and your CPA just completed your tax return. Don’t you wish you had an additional deduction that you could take? Well, it would be too late to start a retirement plan to take a deduction for the prior year. But all of that […] Read more March 3, 2021 Retirement Plans Sunwest Joins The Cerrado Group Sunwest Pensions is now part of The Cerrado Group. A trade association where, as a Consulting Firm/TPA, we have joined together with some of the best TPAs in the country to share our knowledge but still maintain our independent ownership! Read the article below. https://lnkd.in/gcRx3wU Read more Sunwest Pensions | Copyright 2021 | Privacy Policy | Terms of Use