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

Finding Balance with Form 5500

It’s rare that updates to the Form 5500 warrant little more than a yawn, if anyone other than those who prepare the forms even notice. That is NOT the case with changes issued by the Department of Labor today. In nearly 250 pages of new regulations, revised instructions and sample forms, the DOL announced some changes for the 2023 plan year that ...

MEP, PEP, or Stand Alone Plan, Which Is the Best Fit for Your Company?

DWC 02/18/21

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.

DWC News Update | The SECURE Act Has Snuck Through

DWC 12/17/19

SECURE Act_12.20.2019_News Update Blog Header Image

(Updated 12/23/2019) Late Friday evening (aboard Air Force One leaving DC for his holiday retreat), President Trump signed the spending bill that included the SECURE Act. In a bit of last-minute maneuvering in Washington, DC, the House of Representatives added the provisions from the SECURE Act to the spending bill that had to be passed by Friday ...

Meet the MEPs: What's Next?

DWC 09/18/19

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Welcome to the finale of our series on the Department of Labor’s new regulations, updating the definition of “Employer” under ERISA to extend the availability of multiple employer plans to more businesses. We’ve covered a lot of ground so far:

Pension Pontifications | Q3 2019

DWC 09/12/19

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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 ...

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 ...

Meet the MEPs: Corporate MEPs

DWC 08/28/19

Thanks to the Department of Labor’s recently published regulations, we went from just having multiple employer plans top having several different types of MEPs. We’ve already covered association MEPs and PEO MEPs, so now it is time to take a quick look at what the DOL calls “corporate MEPs.”

Meet the MEPs: PEOs

DWC 08/21/19

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The next item up for bids in our series on the Department of Labor’s new regulations on multiple employer plans is on professional employer organizations, more commonly referred to by their acronym: PEOs. These organizations have an interesting history when it comes to retirement plans.

Meet the MEPs: Working Owners

DWC 08/14/19

Unless you’ve been on vacation somewhere off the grid, you’ve likely heard the news and read the headlines that the Department of Labor recently published new regulations that expand the availability of multiple employer plans. While that is true, what those new rules actually do is to change ERISA’s definition of the term “Employer” so that more ...

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