Defined Benefits Services

We have a fundamental understanding of how critical plan compliance is to both the IRS and Department of Labor. That's why we crafted an Annual ERISA Compliance Review that has no industry equal. The report is extremely comprehensive, and we present it in an easy-to-understand format with clear action items. Even better, we typically delivery it to you within just two weeks of receiving your complete and accurate information.

"We have partnered with DWC for over eight years to offer creative 401(k) and defined benefit plan design options for our clients. Their team is extremely knowledgeable, consistent, and responsive. They keep us informed and in compliance with the ever changing laws and complex rules of retirement plans."

–Rebecca Sierp, CPFA, CRPS®, CCO, PHR, SHRM-CP, Whitley Penn Financial, LLP

Delivering Strategic Solutions for Companies of All Sizes

If a defined benefit plan makes sense for your company, we'll work with you to design a plan that accomplishes your objectives while maintaining maximum flexibility.

Whether you are looking to jump-start retirement savings, maximize tax benefits, effectuate a company succession strategy, or enhance your estate planning, our team is skilled at finding creative solutions.

Our team reviews the funding requirements each year, provides you with a range of contributions that suit your cash flow and tax needs and looks ahead to proactively determine whether any plan changes are necessary to continue to meet your goals.

What We Do

  • Perform analysis to determine whether a defined benefit plan can help meet your objectives
  • Conduct comprehensive strategy and plan review sessions
  • Review funding requirements each year and proactively look ahead to impact on future cash flow
  • Complete thorough non-discrimination and other compliance testing with easy to understand explanations

Get in Touch to Learn More About DWC's Defined Benefits Services

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