Theresa Conti
Programming and Research
Theresa Conti has been a leader in the Retirement Plan industry for more than 30 years. In the early days of her career she felt that she could offer clients more personalized service and consulting than they were getting with traditional TPA firms, so she decided to start her own firm in 1998, Sunwest Pensions. Theresa holds a QKA (Qualified 401(k) Administrator) designation with ASPPA and an APR (Accredited Pension Representative) designation with NIPA. In 2011, she also earned her Enrolled Retirement Plan Agent (ERPA) designation with the IRS. In 2019, she earned her CPFA (Certified Plan Fiduciary Advisor) with NAPA.
Theresa was a member of the Board of Directors of NIPA for 11 years 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 the development of Circular 230 and the ERPA Licensing Program. In 2016, Theresa was awarded NIPA’s Lifetime Achievement Award for her service to the industry. She is also a frequent speaker at industry conferences and events and is quoted frequently in industry publications. She has also been on advisory boards for several of the industry’s leading financial firms. In 2022, she was added to the Board of WIPN (WE Inspire. Promote. Network).
She has dedicated her career to sharing her expertise throughout the industry and with her clients.
