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DWC - The 401(k) Experts Announces Tianna Schulz as Firm Partner

DWC 10/21/22
National 401(k) Consultancy Expands Partnership with Tianna Schulz promoted to Partner Virginia Beach, VA – October 21, 2022 - 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 ...
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DWC in Investment News: Bitcoin Too Risky for 401(k)s Part II?

DWC 05/16/22
"Before Fidelity made its move, the Department of Labor had sent a warning about using crypto in retirement accounts. In March, the agency issued a compliance assistance release cautioning retirement plan fiduciaries to “exercise extreme care” when considering crypto currency investments." writes Mark Schoeff Jr. in Investment News.
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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 ...
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DWC - The 401(k) Experts Announces Joe Nichols as Firm Partner

DWC 12/2/20
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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Pension Pontifications | Q3 2020

DWC 09/24/20
Over the last several months we’ve been in touch quite a bit to keep you up to date on the many changing regulations occurring in the industry as legislators work to react to current events and adjust to their impacts on retirement plans. So this quarter we’re using our Pension Pontifications column as an opportunity to round up all of the hot ...
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DWC - The 401(k) Experts Announces Jamelle Moody as Principal

DWC 09/1/20
HOUSTON, TX. – September 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 that Jamelle Moody will be a member of the partnership’s Operating Committee effective September 1, 2020 as Principal.
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DWC Celebrates the Success of its Summer 2020 Intern Consultants

DWC 08/13/20
DWC is honored to announce its 2020 intern consultants as they complete their final stage of the DWC University Intern Program.
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Jacki Betz Joins DWC as Director of Business Development

DWC 07/30/20
MIAMI, FL. – July 30, 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, has hired Jacki Betz to lead the Southeast sales region as the Director of Business Development.
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DWC News Update | eDisclosures: Initial Notice and Notice of Internet Availability

DWC 06/29/20
Welcome to the exciting conclusion of our foray into the brave new world of eDisclosures. Today, in our final look at the DOL’s new eDisclosure ruling, we will breakdown the Initial Notice and the Notice of Internet Availability (NOIA – because we need a new acronym).
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Pension Pontifications | Q2 2020

DWC 06/25/20
Get ready for the “PEP as panacea” pitch to the small plan marketplace (think low cost, highest quality services, coolest technology, least risk, etc.). We’ve already seen one promoter using the coronavirus situation as a PEP sales tool. - As originally published in our Q2 2020 newsletter. Didn't get it? Sign up here.
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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.