At DWC, we know how critical a properly drafted plan document is to achieving a company's objectives and keeping the plan in operational compliance. Consequently, our plan document process is thorough and rigorous. We don't just transcribe previous provisions or rely on basic setup checklists. Does that mean we're obsessed with details? Yes. To your benefit.
“Their academic approach places an emphasis on understanding not only the required compliance and fiduciary concepts, they emphasize increasing the value of the plan sponsor's human resource dollar.”
– Pete Kirtland, CEO, Aspire Financial Services, LLC