Theresa Conti

Theresa Conti has spent the last 20 plus years working with clients to achieve the maximum from their retirement plans. Theresa has spent her career working at firms such as William M. Mercer, Inc. and Bisys Qualifed Plan Services in Pennsylvania before moving to Arizona in 1994. Theresa continued her career with Universal Pensions, Inc. before founding Sunwest Pensions in 1998. Theresa and her highly skilled team at Sunwest Pensions work to create the best retirement plan and provide excellence in service to our clients. Theresa holds a QKA (Qualified 401(k) Administrator) designation with ASPPA and an APR designation with NIPA. In 2011, she also earned her Enrolled Retirement Plan Agent (ERPA) designation with the IRS. Theresa was a member of the Board of Directors of NIPA and was President for 18 months during 2007 through 2008. Theresa spent six years as a board member with the Arizona Chapter of NIPA, including serving three years as President. Theresa has also worked with NIPA’s Annual Conference Committee for three years, served as it’s Chairperson for the 2003 conference, and has served on the Chapter Leadership Task Force. Theresa also worked in conjunction with NIPA, ASPPA and the IRS on Circular 230 and the ERPA Licensing Program. In 2016, Theresa was awarded NIPA’s Lifetime Achievement Award for her service to the industry.