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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.

Knowledge Center

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11/15/2024

Historical Contribution & Testing Limits Chart

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11/15/2024

Form 1099-R Distribution Codes for Defined Contribution Plans

Form 1099-R must be sent no later than January 31 following the calendar year...
11/4/2024

The 2025 Retirement Plan Contribution Limits

Extra! Extra! The IRS has released the 2025 contribution limits. The...
10/23/2024

BenefitsPro Interview with Jennifer Gibbs Swets on SECURE Act 2.0

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10/1/2024

Safe Harbor 401(k) Resources

The term "safe harbor" can be a common source of confusion. We're answering all...
10/1/2024

SECURE Act Resources

This page has been developed as a resource to help you understand the Act, and...
10/1/2024

Meet the MEPs: Breaking Down the Regulations

We've broken down the new regulations in depth, and look to what the future may...
10/1/2024

Company Contribution Deposit Deadlines

In this FAQ we review the different deadlines to help you try to make sense of...
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10/1/2024

The SECURE Act: A Choose Your Adventure Webinar Event

Pick your session and download it on demand.
10/1/2024

Everything You Want to Know About Cash Balance Plans

This webinar - originally presented on May 14th, 2019 - is now available for...
10/1/2024

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

See our web based calendar and download a PDF copy here.
10/1/2024

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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06/17/2021

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...
03/25/2021

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...
03/18/2021

Interesting Compliance Scenarios - 2021 Edition

Each year, it is interesting to see which compliance scenarios trending....
02/25/2021

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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08/27/2020

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...
05/28/2020

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...
03/13/2020

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...
11/21/2019

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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06/8/2024

Distributions from a Retirement Plan

Ask just about any service provider who works with retirement plans what...
07/14/2020

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...
09/12/2019

Pension Pontifications | Q3 2019

All of us here at DWC thrive on the really geeky stuff, and some of the best...
09/11/2019

Meet the MEPs: Grab Bag

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