Based in Las Vegas, Nevada, Southwest Pension Services offers 401k administration and other qualified plan administration for small employer retirement plans. As a Third-Party Administrator (TPA), we provide pension plan consulting to guide the sponsors in administering the plan document, trust accounting, and government filing. Our team takes a hands-on approach to consulting, taking your phone calls to answer questions or give advice whenever you need it. At the end of each year, we sit down with you to review the previous year, and plan for the future. We never charge extra for meetings and phone calls!
To help our clients (the plan sponsors), establish and maintain cost-effective, qualified retirement plans that will not only provide maximum tax deductibility for their businesses, but also provide their employees with tax deferred retirement benefits, thereby increasing employee retention, and recruiting potential new, industrious employees motivated to achieve retirement security for their efforts in profiting the business through workplace productivity.
Our wonderful team of qualified plan experts have many years of experience in designing and developing the perfect pension and retirement plans for many companies. We believe hiring only the best staff members as you, the client, deserves the best!
Valerie has worked for Southwest Pension Services since 2002. Her main duties entail: accounts payable/receivable, contribution/loan payment processing, clerical/secretarial work and she fills in where needed as receptionist.
Alongside working for Southwest Pension Services, Valerie also works as a licensed agent of life and health insurance for Christiansen & Associates She has helped individuals and businesses with their insurance needs since 1987. Her love for working in the employee benefits industry has carried over to her employee benefits work here at SWP.
Valerie has dedicated a portion of her free time to service within her church. She loves photography and decided to pursue her new found hobby by purchasing her first digital camera in 2008. She has been a member of the Nevada Camera Club since 2009 and served in 2012 as the House Committee Chairman. She is currently serving as a trustee on the Nevada Camera Club Board and helps with print take-in for competitions. Family is also an important part of Valerie's life and she especially enjoys cooking for and spending time with her children, grandchildren and great-grandchildren. So far there have been no complaints from the home-cooked meal recipients.
Valerie has dedicated a portion of her free time to service within her church. She loves photography and decided to pursue her new found hobby by purchasing her first digital camera in 2008. She has been a member of the Nevada Camera Club since 2009 and served in 2012 as the House Committee Chairman. She is currently serving as a trustee on the Nevada Camera Club board and helps with print take-in for competitions. Family is also an important part of Valerie's life and she especially enjoys cooking for and spending time with her children, grandchildren and great-grandchildren. So far there have been no complaints from the home-cooked meal recipients.
Valerie's talents and experience that she brings to the pension business is undoubtedly a great asset to the company. She enjoys helping others as is seen from her service to her family, church and community. The rewarding part of her work within this service-oriented retirement industry comes when she hears the words of gratitude from the clients she so closely works with.
Bob was born and raised in Ely, Nevada and therefore "Home means Nevada" to him as his state song proclaims. He received his Bachelor of Science in Sociology/Chemistry from the University of Utah and Brigham Young University (BYU). He later graduated from BYU with a Master of Science in Social Psychology.
Bob has owned his own employee benefit company, Christiansen & Associates in Las Vegas, Nevada since 1978. The company was incorporated in 1985 and has provided employee benefit services and life insurance programs to numerous employers and individuals in Las Vegas.
Bob became president of Southwest Pension Services in 1992 when he purchased the company and has provided Third Party Administration and actuarial services for countless employers in the Las Vegas Valley.
He is a Certified Plan Fiduciary Advisor (CPFA) who can help plan sponsors meet their complicated fiduciary responsibilities regulated by the Department of Labor.
Bob has provided church service his entire life as it brings him great joy to assist those within his church. He has also provided military service within the United States Air Force, which included serving during the Vietnam War. He retired as a Lt. Colonel in 1993 from the Air Force after serving for 21 years.
The reason Bob is in the retirement plan administration business is this: “I enjoy helping business owners implement the retirement plan which best meets their needs. There are many options. Helping them to discover the right plan through proposals and explanations is challenging and satisfying to me. Then helping them keep their plan in full compliance through our administration process adds to my satisfaction. We are always available to answer our client’s questions, and at least once a year at Form 5500 signing time we meet with them to review the plan’s progress even filing the signed Form 5500 electronically for them.”
Rob worked part time for Southwest Pension Services during summers while attending Brigham Young University until he graduated with a Bachelor's degree in German in 1998. Rob married his wife soon after graduation and moved to Las Vegas where he began his career with Southwest Pension Services in August of 1998. During his time at BYU he was able to take several business & accounting classes, which have been a resource in his administrative work with SWP.
Among Rob's duties here at SWP are: staff management, information technology, trust accounting, plan document origination & design, plan testing, plan restatements, contribution allocations, pension tax return production and electronic filing of returns.
Rob enjoys taking fitness classes, being in the outdoors, spending time at nearby parks with his family, taking family vacations and gardening. He and his family have been transforming their backyard into a "green paradise" since 1999, where they can go to enjoy the cooler months of Las Vegas. Rob is an Eagle Scout and has enjoyed passing along his knowledge of scouting to boy scouts and cub scouts as an adult leader in his community.
In Rob's own words, this is why he enjoys working at SWP: "The pension world is a vast world of information, very technical and is constantly changing. It keeps me on my toes learning new ERISA laws, administrative skills & plan design techniques. It is a pleasure to apply my retirement plan knowledge in helping our clients achieve retirement goals for themselves and their employees."