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