TPA Partners
Sunwest Actuarial Services has built its foundation on strong, lasting partnerships with Third Party Administrators. We serve as your dedicated actuarial resource—extending your team’s capabilities so you can offer your clients a full spectrum of retirement plan solutions.
How We Partner With TPAs
When your clients need actuarial expertise—whether for an existing defined benefit or cash balance plan, or to explore adding one—we step in as a seamless extension of your firm. You maintain the client relationship and handle the day-to-day administration, while we provide the specialized actuarial work behind the scenes.
Our partnership model is straightforward: you refer the actuarial work to us, we deliver accurate, timely results, and your client sees a unified team. We value transparency and collaboration, and we’re committed to making every partnership a long-term success.
What We Provide to Your Firm
- Actuarial valuations – annual funding valuations, AFTAP certifications, and PBGC filings for your DB and cash balance plan clients
- Plan design consulting – help your clients evaluate new defined benefit or cash balance plans, including contribution modeling and cost projections
- Compliance support – coverage and non-discrimination testing, top-heavy analysis, and 415 limit calculations for plans with both DB and DC components
- Plan document work – drafting, amendments, and restatements for defined benefit and cash balance plan documents
- Government filings – Schedule SB preparation, PBGC premium filings, and other actuarial-specific reporting
- Special projects – plan terminations, mergers, spin-offs, de-risking strategies, and ASC 715 accounting support
Why TPAs Choose Sunwest
Reliable Turnaround
We understand that your reputation depends on timely delivery. We meet deadlines consistently and communicate proactively when we need information from you or your clients.
White-Glove Communication
We work within your workflow. Whether you prefer email, calls, or your own project management tools, we adapt to your process—not the other way around.
Built on Trust
We believe the best outcomes happen when firms work together. Our partnerships are built on transparency, mutual respect, and a shared commitment to doing right by plan sponsors and their participants.
Enrolled Actuary Expertise
Our team includes multiple Enrolled Actuaries with deep experience across traditional defined benefit, cash balance, and hybrid plan designs—so you can confidently take on complex cases.
Getting Started
If you’re a TPA looking for a dependable actuarial partner—or if you’re exploring whether to add defined benefit and cash balance plans to your service offering—we’d love to talk. There’s no minimum case size, and we’re happy to start with a single plan to show you how we work.