In 1999, DWC was founded—and named for—Doug W. Hoefer and Keith Clark. In 2010, Adam C. Pozek joined the firm, adding to DWC's reputation for strategic thinking and industry expertise.
DWC focused its first 10 years primarily on consulting to some of the largest service providers in the employee benefits industry, including banks, broker-dealers, mutual fund families, recordkeepers, insurance companies, third party administrators and investment advisory firms. These projects were geared toward helping our clients achieve one central goal—to profitably grow their 401(k) business.
Over the years, we received numerous requests from our institutional clients to not only consult but to also offer ongoing compliance and government reporting services to plan sponsors with our extensive knowledge of the rules and regulations as well as our strong internal processes. Knowing we could deliver the things investment advisors and plan sponsors need—understandable communication, fast and accurate results, and in-depth expertise—we made the decision to expand in 2009. Today, DWC has consultants in every region across the country as well as clients in all 50 states.