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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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Knowledge Center

  • 401(k) Q&A
  • Articles & Insights
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  • Question of the Week
  • Correction of the Quarter
  • In the News
Highly Compensated Employees | 02/11/2020

Short Plan Years... Lookback Years... What (and When) Are They and Why Do I Care?

Facts My company started a brand new 401(k) plan last year.  We didn’t start...
Automatic Enrollment | 02/4/2020

What New Tax Credits are Available for Adding an Automatic Enrollment Feature to our Plan?

Facts Our business currently has a retirement plan and we are considering...
IRS | 01/28/2020

Am I Now Required to Include Part-Time Employees in my 401(k) Plan?

Facts As the owner of a beachside hotel, I sponsor a calendar year 401(k) plan...
Highly Compensated Employees | 01/21/2020

Is It Too Late to Set Up a Retirement Plan to Get a Tax Deduction for Last Year?

Facts Although my New Year’s resolutions include less procrastination it’s...
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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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Highly Compensated Employees | 02/11/2020

Short Plan Years... Lookback Years... What (and When) Are They and Why Do I Care?

Facts My company started a brand new 401(k) plan last year.  We didn’t start...
Automatic Enrollment | 02/4/2020

What New Tax Credits are Available for Adding an Automatic Enrollment Feature to our Plan?

Facts Our business currently has a retirement plan and we are considering...
IRS | 01/28/2020

Am I Now Required to Include Part-Time Employees in my 401(k) Plan?

Facts As the owner of a beachside hotel, I sponsor a calendar year 401(k) plan...
Highly Compensated Employees | 01/21/2020

Is It Too Late to Set Up a Retirement Plan to Get a Tax Deduction for Last Year?

Facts Although my New Year’s resolutions include less procrastination it’s...
View all
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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