DWC's extensive experience with both the IRS and Department of Labor voluntary correction programs allows us to help you address just about any accident that might happen.
DWC has a long history of successfully partnering with investment advisors.
We bring decades of experience, supported by the resources to deliver comprehensive solutions for your clients. Our consultants understand the importance of your relationships and will work seamlessly alongside your team.
Have you had this conversation in the past?
Client: How can I save more money than is allowed in a 401(k) plan?
Advisor: That's easy...in a cash balance plan!
You've answered the easy question, but what about the questions that follow? Get the answers to your cash balance questions. This webinar - originally presented on May 14, 2019 - is now available for download to watch on demand. Submit the form at right to gain access to the recorded presentation and slide deck.
| Adam Pozek, ERPA, QPA, CPFAPartner, CFO, ConsultantDWC - The 401(k) Experts | |
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| Joe Nichols, ASA, EA, MSPADirector of Actuarial ServicesDWC - The 401(k) Experts |
