DWC's extensive experience with both the IRS and Department of Labor voluntary correction programs allows us to help you address just about any accident that might happen.
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.
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.
“DWC has served Acropolis Investment Management’s 401(k) clients skillfully. They are brilliant plan design consultants ... exhibiting the highest level of integrity, professionalism, knowledge, and timeliness.”
– Debra Moran, MBA, QPA, QKA
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.