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

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 ...

Anticipating a New Hire - You Might Change Your Mind

DWC 01/28/21

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

Pension Pontifications | Q1 2019

DWC 03/14/19

Q1 Retirement Pension Pontifications Blog Header Image

All of us here at DWC thrive on the really geeky stuff, and some of the best discussions start with our pontifications about how different topics impact our clients and our industry. We decided to bring the best of those conversations to you, still with a touch of geekiness but also distilled into easily digested, bite-sized pieces. This is our ...

Decoding the Alphabet Soup: What's With All the Acronyms? | Part 2

DWC 08/14/18

Facts People in the retirement plan business sure do like their acronyms. All these letters get thrown around, and I do not know what half of them mean.

Exactly the Same but Completely Different

Adam C. Pozek 09/17/14

At the end of August, I made my first trip to Burning Man, an annual event held in the Black Rock Desert of northern Nevada. With 10 guiding principles, it involves art, music and free-spiritedness. This experiment in temporary community sees 65,000+ attendees converge on a dried-up lake bed, build a temporary city and leave behind no trace that ...

What You Thought You Knew About Revenue Sharing

Adam C. Pozek 06/26/12

Ever see the movie Men In Black? One of my favorite lines is when Tommy Lee Jones says to Will Smith, “Fifteen hundred years ago, everybody knew the Earth was the center of the universe. Five hundred years ago, everybody knew the Earth was flat; and fifteen minutes ago, you knew that humans were alone on this planet. Imagine what you'll know ...

Happy MEP-morial Day From The DOL

Adam C. Pozek 05/29/12

Back in March, Assistant Secretary of Labor Phyllis Borzi testified before a Senate committee, expressing concern about whether open MEPs can be treated as single plans under ERISA since there is no commonality among adopters. A recording of her testimony is here, with the MEP comments beginning around the 36th and 43rd minutes. Some ...

An In-Depth Review of Real Estate in 401(k) Plans | Part 1

Adam C. Pozek 04/25/11

“Real estate doesn't interest me. It's no doubt a great flaw in my personality, but I can't think in terms of boundaries. Those imaginary lines are as unreal to me as elves and pixies.” -- Kurt Vonnegut, Jr.

Are You Kidding? The Fall Will Probably Kill You!

Adam C. Pozek 03/25/11

My good friend and benefits attorney Ilene Ferenczy sends out an e-newsletter from time-to-time. The Ferenczy Flash always includes timely, practical information for plan sponsors and service providers. The edition she sent earlier this week highlights a very important point that often gets lost in the 401(k) shuffle - while all of the fiduciary ...

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