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