What We Do
We leverage the collective buying power of many employers to offer an affordable, administratively simple, and high-value 401(k) employee benefit program
We partner with Charles Schwab and Raymond James. Your employee’s money is safe with trusted brands that have been relied upon for more than a century.
We create the plan, select and monitor plan vendors, prepare the 5500 and other reports, perform the annual audit, maintains IRS & ERISA compliance, procure insurance and bonds, perform investment review, and offer participant education.
You have a C-Suite working partner to guide you on how to best align your 401(k) program with your business and workforce strategies.
Diverse fund line up
Our PEP offers top performing funds in multiple asset categories and is not limited to the institutional restrictions found in other 401(k) programs.
Mountain West PEP Story
Mike Monroe is the founder of Mountain West 401(k).
Mike graduated from Gonzaga University with a finance and accounting degree and for the first 20 years of his professional career served in fiduciary roles as a Certified Public Accountant (“CPA’) and Chief Financial Officer (“CFO”) for many employers in the Pacific Northwest.
During this formative time in his professional career, Mike learned very early that attracting and retaining quality staff was tantamount to an employer’s success.
Mike had the responsibility of developing salary and benefits programs with the objective of creating a differentiated compensation package.
Figuring out how to pay competitive salaries and procure good health insurance was much easier and more straightforward than selecting a 401(k) retirement program.
Our Provider Team
Mountain West 401(k) partners with leading financial brands to deliver a truly unique 401(k) program and employer experience. Our partners:
“The Mountain West 401k program is almost to be good to be true. Mike, Shane and Bill went the extra mile to walk us through the legal, operating and strategic implications of moving our 401k program. Never have I had direct access to a 401k working team of leaders in their respective disciplines.
They have developed the right solution for employers with more than 100 employees. I am looking forward to not having to pay for and manage a 401k audit this year!”