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Defined Benefits Services

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. We work with business owners and investment advisors to determine what makes the most sense by providing a detailed cost-benefit analysis.

"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

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 Started Today With A Review Of Cash Balance Plan Basics

Download our Cash Balance 101 Webinar on Demand