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.
In order to be eligible to correct an operational error under the Employee Plans Compliance Resolution System's ("EPCRS") self-correction program one of the first steps is to determine whether the failure is significant or insignificant.
Good question. The IRS has not given a clear-cut answer, but it has provided a list of factors they consider and we've worked them into a handy calculator.
While significance is always going to be somewhat subjective, you can take some of the guesswork out of it by downloading our calculator today.
