A properly drafted document is the foundation of any plan. We take a detailed, proactive approach to make sure yours is airtight, whether creating a new plan or updating your current one.
Plan compliance is a crucial part of the annual review process. DWC goes beyond the required testing to create an actionable report focused on achieving your company's goals.
We work with businesses of all sizes to determine whether a defined benefit plan makes sense and, if so, to develop a plan design that accomplishes your stated objectives.
Don't let your benefit plans get lost in M&A shuffle. Our consultants can review existing plans, identify potential issues, and help all parties understand the options.
With so many moving parts, accidents are bound to happen. Never fear—DWC is here to help get your plan back on track.
We know the IRS and the Department of Labor and the issues that are important to them. DWC can help guide clients through the audit process.
What are beneficiary designations? What types of situations qualify for a hardship distribution? Get answers to these frequently asked plan distribution questions and more.
Why choose a 403(b) plan instead of a 401(k) plan? How do you allocate your profit sharing contribution? Find answers to plan design questions in the Knowledge Center.
Looking for tips for selecting plan service providers? Wondering how your investment professional gets paid? We answer these questions and many, many more in the DWC Knowledge Center.
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