Plan Document
Every plan needs a well-drafted document. Even the slightest inconsistencies can lead to unintended consequences. From customized plan design to ongoing reviews for consistency and compliance, we take a detailed, proactive approach to make sure your plan is airtight.
Plan Compliance
The annual plan compliance review is an unavoidable part of having a retirement plan, but it doesn't have to be a painful process. Our comprehensive Annual ERISA Compliance Review address the rules and regulations, but we also provide you with easy to understand action items ensuring your plan remains on track. And we do it in record time, usually within two weeks of receiving your year-end information.
Defined Benefits
Services
Are you looking to increase your retirement benefits beyond a standard 401(k) plan? If so, a cash balance or other defined benefit plan might be just the tool for you. DWC works with businesses of all sizes to determine whether a defined benefit plan makes sense and, if so, help design one that accomplishes your objectives.
Mergers, Acquisitions & Related Company Analysis
When corporate mergers, acquisitions, and spin-offs happen, benefit plans are often an afterthought. That's where DWC comes in. Our consultants can review existing plans and help all parties understand the options while identifying potential issues.
Plan Corrections
Accidents happen, but it doesn't have to be a big deal when they do. The DWC team has years of experience helping companies navigate the occasional bump in the compliance road. By addressing a mistake quickly and expertly, we help you keep molehills from becoming mountains.
Government Audits
Understanding the IRS and the Department of Labor and the issues that are important to them is vital to proper representation. At DWC, we have guided many clients through audits and understand the nuances needed to respond quickly and effectively.
