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Is There an "Easy Button" for Setting Up a New Retirement Plan?

DWC 09/1/20
Facts As a small business owner, I’m constantly looking for cost-effective ways to improve the benefits I offer my employees. My industry is a competitive one, and it’s important to me to have a package that helps attract top talent and retain current employees too. Recently, my attention has turned toward implementing a retirement plan, but it ...
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Should We Make Up for Earnings Lost as a Result of a Delayed Distribution?

DWC 05/19/20
Facts Over the past several months, our turnaround times for normal business processes have lagged somewhat as we have adjusted operations in response to the various stay-at-home orders.  When participants in my 401(k) plan request distributions, I usually make them a priority and forward them along for processing by the next day at the latest.  ...
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Pension Pontifications | Q3 2019

DWC 09/12/19
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. What are some ...
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Meet the MEPs: Grab Bag

DWC 09/11/19
The Department of Labor’s new regulations that expand the availability of multiple employer plans cover quite a bit of ground.  In previous posts, we’ve explored Association MEPs, PEO MEPs, Corporate MEPs, and working owners. Though not technically part of the regulations themselves, the Department of Labor also addresses a grab bag of questions ...
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Who Are All the Providers Servicing My Plan & What Do They Do?

DWC 08/20/19
Facts I sponsor a small 401(k) plan for my employees.  Sometimes, I get confused about which service provider to go to for different plan-related questions.  Time and efficiency are important to me (and so is cost), and it seems like having all these different providers might be overkill.  Recently, I was talking to a friend who is also a business ...
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Pension Pontifications | Q1 2019

DWC 03/14/19
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 ...
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Q4 Pension Pontifications

DWC 12/6/18
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 quarter ...
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Plan Sponsors & Fiduciaries: Here's What You Should Be Watching

DWC 10/11/18
DWC stays on top of what's trending, and our self-proclaimed pension geeks often offer their insights in industry publications. As we transition into the fourth quarter the theme has been, "What Plan Sponsors Need to Know." Get caught up with this month's round up:
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How Plan Sponsors Can be Better Fiduciaries (With or Without the Rule)

DWC 07/26/18
Whether a company is small or large, chances are it offers employees a 401(k). But this well-intentioned benefit has become target practice for attorneys, with lawsuits against companies ranging from those with $10 million to tens of millions in assets.
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Is Bitcoin a Realistic 401(k) Investment Option?

DWC 06/12/18
Facts Someone would have to be living under a rock for the last year or so not to have noticed all the talk about Bitcoin and other cryptocurrency.  The values have fluctuated quite a bit, but all the press makes it sound like cryptocurrencies are a great investment that can generate significant returns.
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The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.