Topic Archive: News

DWC News Update: House Passes the SECURE Act

DWC | 05/24/19

-A breakdown of breaking news from DWC's Managing Partner, Keith Clark

If you are reading the mainstream press, the SECURE Act being signed into law is just around the corner.  While the overwhelming bi-partisan approval in the House of Representatives is an important (and increasingly rare) development, there are still a number of steps that must occur before it becomes law:

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DWC News Update: The IRS Helps Those Who Help Themselves

DWC | 04/22/19

The IRS did its part to make Friday, April 19th a really good Friday for those who sponsor qualified retirement plans.  After not making many friends when it jacked up the user fees for the Voluntary Correction Program (VCP) a year or so ago, the IRS has responded to industry requests (that DWC representatives helped draft) by now allowing plan sponsors to self-correct a number of more common missteps without the need to submit anything to the IRS at all.

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DWC News Update: Will Association MEPs be DOA?

DWC | 04/1/19

If you followed any news outlets at all on Friday, you probably read or heard headlines like this one from CNN: “Court Blocks Another Trump Attempt to Undermine Obamacare”. While the Washington, D.C. District Court’s decision in State of New York, et. al. v. United States Department of Labor, et. al. does impact health plans, its tentacles reach well into the retirement plan world as well.

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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 busiest time of the year as we prepare our Annual ERISA Compliance Reviews for calendar year plans.  It is a great time to connect with our clients and their investment advisors to discuss the past year and look forward to what lies ahead. - As originally published in our Q1 2019 newsletter. Didn't get it? Sign up here.

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New eBook: How To Select Retirement Plan Service Providers

DWC | 01/25/19

Are you a plan sponsor? Then it's your fiduciary duty to hire and oversee the industry service providers for your plan. This new eBook will help you do it right.

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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 we're taking a look at fraudulent distributions and breaking down what to expect from Washington in the coming months. (Crystal ball not included.)  - As originally published in our Q4 401(k) Q&A Update newsletter

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Joe Nichols Joins DWC as Firm Actuary

DWC | 12/3/18

SAVANNAH, MO – December 3, 2018 –  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 Joe Nichols as the firm’s first in-house actuary.

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Breaking News: Hardship Distributions Becoming Even Less of a Hardship Than Previously Expected

DWC | 11/13/18

Nearly a year after Congress passed changes to the hardship distribution rules in the Bipartisan Budget Act and the Tax Cuts and Jobs Act, the IRS has published proposed regulations to fill in some of the details on how to implement the new rules. 

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Announcing a New Knowledge Center Experience

DWC | 11/8/18

At DWC we thrive on the really geeky stuff. We place a premium on research and choose to share that knowledge. A vast majority of our industry reads summaries of regulatory developments and trends for their clients’ knowledge. We actually read the laws, regulations and updates and write our own summaries in a manner that is easy to understand for our clients and their advisors.

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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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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.