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DWC provides third party plan administration, compliance, and consulting services for qualified retirement plans, helping businesses across the country navigate today's complex regulatory environment. We dig deeper to understand each client's unique financial and operational needs. The only thing that's standard is our flawless execution.

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New Distribution Options to Encourage Savings

SECURE 2.0 (S2) includes a number of provisions designed to encourage...

It’s About Time – Long Term, Part Time Employees – Part 2

The SECURE Act (OG SECURE – enacted in December 2019) and SECURE 2.0 (S2 –...

It’s About Time – Long Term, Part Time Employees – Part 1

At long last, the Treasury Department (home of the IRS) issued proposed...

Grab Bag of RMD Changes

SECURE 2.0 (S2), passed in late December 2022, includes nearly 100 new...
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Safe Harbor 401(k) Resources

The term "safe harbor" can be a common source of confusion. We're answering all...

SECURE Act Resources

This page has been developed as a resource to help you understand the Act, and...

Meet the MEPs: Breaking Down the Regulations

We've broken down the new regulations in depth, and look to what the future may...

Company Contribution Deposit Deadlines

In this FAQ we review the different deadlines to help you try to make sense of...
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The SECURE Act: A Choose Your Adventure Webinar Event

Pick your session and download it on demand.

Everything You Want to Know About Cash Balance Plans

This webinar - originally presented on May 14th, 2019 - is now available for...

Reporting & Disclosure Calendar for 401(k) & Other Defined Contribution Plans

See our web based calendar and download a PDF copy here.

How To Select Retirement Plan Service Providers eBook

Creating the best team on behalf of your participants doesn't have to be hard....
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When Is the Best Time to Set Up a Safe Harbor 401(K) Plan?

Facts We have been thinking about setting a safe harbor 401(k) plan and have...

Will Moving My Company Ownership Into a Trust Impact Our 401(K) Plan?

Facts I’ve been working with my personal attorney and financial advisor on some...

Interesting Compliance Scenarios - 2021 Edition

Each year, it is interesting to see which compliance scenarios trending....

Can I Convert a Coronavirus-Related Distribution to a Roth IRA?

Facts We added Coronavirus-Related Distributions (CRDs) to our 401(k) plan in...
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Your Definition of Compensation Isn't in the ERISA Dictionary? We've Got a Fix for That.

Getting creative with the plan’s definition of compensation can be an...

Retroactively Decided Not to Make Safe Harbor Contributions for Your HCEs? We've Got a Fix (or Two) for That!

If you’ve been with us for a while you’ve heard us say a few things time and...

When the Grass Isn't Greener with More Plans, There's a Fix for That!

In our last Correction of the Quarter, we looked at related companies setting...

When More (Plans) Isn't Merrier: We've Got a Fix for That!

Stop us if you’ve heard this one before – a SEP, a SIMPLE, and a 401(k) walk...
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Must I Complete the Upcoming Mandatory Plan Document Restatement Before Terminating My Plan?

Facts I currently sponsor a 401(k) plan for my employees. As I start to...

Pension Pontifications | Q3 2019

All of us here at DWC thrive on the really geeky stuff, and some of the best...

Meet the MEPs: Grab Bag

The Department of Labor’s new regulations that expand the availability of...

What is a Successor Plan and Does It Prevent Me from Starting a New 401(k) Plan?

Facts My company used to sponsor a 401(k) plan for my employees. Due to an...
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