Focused on You and Your Business

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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Question of the Week | 11/26/2019

Tradition vs. Taste: What Classic Thanksgiving Dish Do You Secretly Dislike?

Facts Every year we gather with family and friends to stuff ourselves silly in...
DWC | 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...
Question of the Week | 11/19/2019

Are Rehires Immediately Eligible for our 401(k) Plan?

Facts We just rehired an employee that used to work for us but who terminated...
Question of the Week | 11/12/2019

What is a Short Plan Year and What Does It Mean for My Deferrals?

Facts Our company operates on a calendar tax year, but our 401(k) plan runs on...
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DWC | 06/25/19

Plan Corrections 101

The rules that govern retirement plans are voluminous and complex, and this...
DWC | 06/18/19

Retirement Plan Service Provider Selection Checklists

We know the right questions to ask. Now we want to help you get the answers....
DWC | 06/18/19

Twenty Questions: Retirement Plan Loan Style

So, your plan allows loans. Simple enough, right? Let's play a game of 20...
DWC | 06/25/19

401(k) or 403(b) : Tomāto, Tomäto?

Which is better? Spoiler alert: it depends. Learn the differences between the...
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DWC | 06/25/19

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

See our web based calendar and download a PDF copy here.
DWC | 06/25/19

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

See our web based calendar and download a PDF copy here.
DWC | 06/25/19

How To Select Retirement Plan Service Providers eBook

Creating the best team on behalf of your participants doesn't have to be hard....
DWC | 06/25/19

Everything You Want to Know About Cash Balance Plans

This webinar - originally presented on May 14th, 2019 - is now available for...
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Question of the Week | 11/26/2019

Tradition vs. Taste: What Classic Thanksgiving Dish Do You Secretly Dislike?

Facts Every year we gather with family and friends to stuff ourselves silly in...
Question of the Week | 11/19/2019

Are Rehires Immediately Eligible for our 401(k) Plan?

Facts We just rehired an employee that used to work for us but who terminated...
Question of the Week | 11/12/2019

What is a Short Plan Year and What Does It Mean for My Deferrals?

Facts Our company operates on a calendar tax year, but our 401(k) plan runs on...
Question of the Week | 11/5/2019

What Do You Do with the SIMPLE IRA Sponsored by the Company You Just Acquired?

Facts My company recently acquired another firm.  As we work to combine all of...
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DWC | 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...
Profit Sharing | 08/22/2019

Your Safe Harbor Actually Isn't? We've Got a Fix for That!

We’ve been through a few Corrections of the Quarter together now, and we...
DWC | 05/30/2019

Feeling Defeated in the Battle of Participant Loans? We've Got a Fix for That.

While not quite as ominous as a battle with the Night King, dealing with...
DWC | 02/28/2019

Forfeiture Account Gathering Dust? We’ve got a fix for that!

With all the responsibilities that come with being a plan sponsor, not to...
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News | 09/12/2019

Pension Pontifications | Q3 2019

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

Meet the MEPs: Grab Bag

The Department of Labor’s new regulations that expand the availability of...
401(k) | 09/10/2019

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...
Plan Termination | 11/7/2017

How Do We Report a Plan Merger on Form 5500?

Facts Our company sponsors two separate 401(k) plans, each of which covers a...
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