The DWC Leadership Team

Jen has more than 15 years of experience in the retirement plan industry focusing on plan design through collaboration clients and advisors. As a partner at DWC, Jen looks for opportunities to implement and enhance retirement plan programs in ways that support the plan sponsor’s business and savings goals while creating meaningful savings opportunities for participants.

She is passionate about playing an active role in the retirement plan industry and has held several leadership roles within the American Society of Pension Professionals & Actuaries (ASPPA), including her current role on the Leadership Council where she leads the Millennial Task Force for next-generation engagement. She has also served as the Co-Chair of the ASPPA National Conference, Co-Chair of the ASPPA Regional Conferences, and volunteered on ad-hoc Retirement Plan Academy committees.

Jen has served as a speaker for numerous groups and also published articles in The Journal of Pension Benefits and Plan Consultant Magazine. Dedicated to her community, Jen serves as a sustainer for the Junior League of Norfolk-Virginia Beach where she held several board positions during her tenure. She is a LEAD Hampton Roads graduate and has participated in College of William & Mary Alumni events. She was recently recognized by Inside Business as a Top 40 Under 40 honoree .

Tianna has been involved in the retirement plan industry since her graduation from Virginia Wesleyan University. Her experience includes non-discrimination testing, contribution calculations, participant distributions, preparation of government forms, plan conversions, and plan terminations. Tianna enjoys the problem-solving aspect of the industry while acting as a resource to her clients.

Being an active member of her local community is one of her biggest enjoyments outside of her career. Tianna has held several positions in her local Junior League Chapter, Downtown 100 Committee, and works closely with her Alma Mater to assist current students. Most recently, Tianna was awarded the 2017 Millennial on the Move through Coastal Virginia Business Magazine for her contributions to the community and her career.

Doug has over 25 years of experience working in the retirement plan industry. Doug began in the industry as an investment advisor assisting plan sponsors with the selection of service providers, fiduciary best practices, on-going plan maintenance, and educating plan participants.  As his career evolved, Doug transitioned to educating investment advisors on those same best practices and works with investment advisors in building a successful retirement plan practice.

Known for his collaborative approach, Doug uses his expertise to help investment advisors with plan design, plan analysis and vendor selection. As a provider/vendor specialist, he has been instrumental in helping colleagues solve client challenges through easy to understand solutions.

Ricky began his career in retirement plans after graduating from Old Dominion University and strives to be a trusted, valued adviser to his clients on a daily basis. He enjoys leveraging the right combination of plan design and compliance knowledge to help business owners navigate the complex world of defined contribution plans.

During his time at DWC, Ben has worked with participant distributions, plan documents, Forms 5500 and many more aspects of our business. He greatly enjoys the problem-solving aspects involved in ensuring that each plan matches a client’s unique needs, and is happy to be able to provide this service as a retirement plan consultant.

Steven has been working in the retirement plan industry for over 20 years, gaining experience in many different aspects of retirement plan administration including operations, compliance testing, annual 5500 reporting, plan document preparation, and plan amendments.

Steven most enjoys working with new clients and providing them with any guidance they may need in understanding the various IRS regulations and plan provisions that relate to their retirement plan.

Patrick began working in the retirement industry in 2016 after graduating from Georgia State University. His greatest joy as plan consultant is having the ability to use his strengths in math to tackle unique scenarios while being able to assist a plan sponsor or participant move closer to achieving their retirement goal. The ever-changing world of the retirement industry keeps him driven to learn more and presents a great opportunity for career growth.

Kay-Ann is an Educator and an Associate Actuary with over 15 years of experience in retirement benefits consulting. She enjoys breaking down complicated problems and calculations into simple steps for her clients.

She is a Caribbean girl whose calling and purpose in life are to encourage and support people.  Obsessed with variety and learning is one way she describes herself. Blogging, volunteering, and teaching are only but a few of her interests outside of pensions. 

It breaks her heart to see how many of us are ill-prepared for retirement. To increase retirement readiness, she believes starts with education.

Shae was introduced to the retirement plan industry in 2012 and has gained experience in many aspects of plan administration. Specifically, she enjoys preparing strategic contribution allocations and fostering relationships with clients while serving as a technical resource. Above all, Shae takes pride in helping plan sponsors achieve their goals and meet their retirement plan needs. 

The continuously evolving industry provides many new and exciting challenges creating learning opportunities that keep Shae energized in her current position. When she isn’t working, Shae is passionate about giving back to her community as a member of the Junior-League of Norfolk-Virginia Beach.

Cory joined the DWC Team in 2022 bringing along 12 years of TPA experience. Cory is based out of Tampa, Florida and services the entire Gulf South & Mid-Atlantic regions. He works closely with plan sponsors and advisors to design and implement plans that meet their goals and objectives. Throughout his years in the industry, Cory has worked in plan implementations and conversions, daily plan recordkeeping, and compliance administration.

Cory is an active member of the National Institute of Pension Administrators (NIPA) having earned the professional designations of Accredited Pension Administrator (APA) and Accredited Pension Representative (APR). He is also enrolled to represent taxpayers before the IRS as an Enrolled Retirement Plan Agent (ERPA). Cory graduated from Louisiana State University with a bachelor’s degree in Business with a specialization in Finance.

Greg Merriman, living in Knoxville, TN, is a Sales Consultant with DWC | The 401K Experts, a leading Third-Party Administrator in the retirement industry. DWC partners with financial advisors nationwide providing plan administration, compliance, and consulting services for qualified retirement plans, helping businesses across the country navigate today's complex regulatory environment. Greg works closely with advisors introducing and creating interest in the many types of administration services offered through DWC.

He began his career in the Meeting & Incentive Industry with Creative Incentives living in Philadelphi, PA and working 20 years with Forune 500 Companies traveling to over 104 different countries on their behalf.

In 1998, Greg joined Gevity HR / TriNet, a Professional Employer Organization, as a Regional Director responsible for 5 states in the Southern Region. This was his introduction to retirement planning and the benefits to employers and employees when administered properly.

Prior to joining DWC, Greg spent the past 15 years with TAG Resources, as Senior Vice President, where his focus was working directly with Transamerica Regional Vice Presidents and financial advisors nationally providing education and expanding knowledge about Multiple Employer Plans, Open Multiple Employer Plans, Exchange and Group Plan Solutions and Pooled Employer Plans.

Being raised and now living back in Knoxville, Greg’s blood runs a deep orange. Fall Saturdays are always centered around college football and the “Big Orange” games. When not working, Greg enjoys time with family outdoors in the mountains and on the many lakes in East TN, as well as small getaways throughout the year. Greg and his wife, Janice, have 3 beautiful married daughters and 6 amazing grandchildren who can do no wrong. Family is truly the highlight of his life.