Investment Advisor Support
DWC has a long history of successfully partnering with investment advisors. We bring decades of experience, supported by the resources to deliver comprehensive solutions for your clients. Our consultants understand the importance of your relationships and will work seamlessly alongside your team.
Tailored Services That Match Individual Client Needs
Want us to work with external resources of your choosing? No problem. Prefer we assemble the team? We can do that, too.
DWC has developed a vast network of trusted professionals—recordkeepers, accountants, attorneys—we can draw upon to find those who best fit each client's needs. We are happy to refer you directly, or serve as the main point of contact.
It's all about developing an efficient, effective workflow that delivers the level of service you and your clients deserve.
Enhancing and Refining the Services You Bring to Clients
- Run plan design projections, including safe harbor 401(k), new comparability, and cash balance illustrations
- Deliver a Plan Design Projection Report, customized specifically for your client or prospect, within two business days
- Interface with recordkeepers to gather proposals
- Attend meetings and presentations to help respond to client questions
- Proactively manage the new client onboarding process, beginning with out detailed and customized Welcome Package
- Suggest and solicit proposals from other service providers
- Provide plan design, installation, and transition support
- Share copies of all client communications and documents
- Act as an ongoing industry resource for your staff
- Communicate with recordkeepers and other resources