401(k) Q&A | Plan & Industry Content From DWC

Nondiscrimination Testing Creates Career Opportunites

DWC 02/11/21

Nondiscrimination Testing Creates Career Opportunities

Sponsoring a retirement plan can provide significant benefits to a company (and its participants). But with great benefits comes great responsibility…responsibility to follow all of the various regulatory requirements. Since these plans provide hundreds of billions of dollars in tax deductions each year, Congress and the various agencies want to ...

Why Does My Year-End Census Require Ownership and Family Information?

DWC 02/2/21

Facts We’ve compiled our year end census information, and we are now turning out attention to the accompanying questionnaire. I’m being asked for additional information such as ownership percentages, family relationships, ownership in other businesses and more.

Anticipating a New Hire - You Might Change Your Mind

DWC 01/28/21

DWC The 401(k) Experts Partner Joe Nichols Announced as ARA President

DWC 01/22/21

National 401(k) Consultancy is Proud to Announce Joe Nichols as President of the ARA ST PAUL, Minn. – January 21, 2021 - The American Retirement Association (ARA) has named Joe Nichols, ASA, EA, MSPA new President of the organization for calendar year 2021. Joe has previously served as both Treasurer of the ARA, and as President of the American ...

Which Financial Details Do I Have to Include on my Year-End Census?

DWC 01/19/21

Facts Last week, you explained some the demographic data points that get reported on the annual census. Now, I’ve got some questions on the financial information I’ve been asked to provide to my TPA. Some of it seems obvious until I start to dig into it.

Which Employees Do I Have to Report on my Year-End Census Report?

DWC 01/12/21

Facts As for so many companies, the end of one year and the start of the next are especially busy times. And, without fail, we’ve already received the request for our annual census data from our retirement plan consultant. I know this information is important and these deadlines approach quickly, so I get nervous every year about making sure I ...

DWC's "How Do You Holiday?" Survey

DWC 12/15/20

Facts We're getting in the holiday spirit here at DWC, but we've noticed that there are a lot of differing opinions on how to holiday around here. We've settled some important debates with past surveys - like determining that Christmas Vacation is the best holiday movie - but now we want to take a closer look.

CARES Act Relief for Retirement Plan Loan Payments is Ending, Now What?

DWC 12/8/20

Facts Earlier this year, we implemented the coronavirus relief provisions that allowed our participants to suspend loan payments for the remainder of 2020. As a result of reduced hours and other financial hardships, we had a number of plan participants take advantage of this relief.

Adding an Employee to Your Cash Balance Plan? You Should be Thinking This Article is "Just What I Needed"

DWC 12/3/20

DWC Cash Balance Corner: Adding an Employee to Your Cash Balance Plan

DWC - The 401(k) Experts Announces Joe Nichols as Firm Partner

DWC 12/2/20

DWC In the News: DWC Announces Joe Nichols as Firm Partner

National 401(k) Consultancy Expands Partnership with Joe Nichols promoted to Partner KANSAS CITY, MO – December 1, 2020 - DWC - The 401(k) Experts, an industry leader in providing 401(k) plan compliance, defined benefit services, consulting services, and third-party plan administration, is pleased to announce the newest member of the partnership ...

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