DWC provides third party plan administration, compliance, and consulting services for qualified retirement plans, helping businesses across the country navigate today's complex regulatory …

Learn about what makes DWC the 401(k) experts—from our history to our current team and qualifications to our track record of success.

With consultants stationed across the country, we're here for you. View the directory or contact our corporate office at 651-204-2600.

Plan compliance is a crucial part of the annual review process. DWC goes beyond required testing and reporting to find a solution for long-term results.

If you are not a DWC client or if you are considering changing the type or timing of company contributions, we are glad to talk through the situation with you. For more information on plan …

Fred owns 100% of Quarry, LLC, and Wilma owns 100% of Stone Age, Inc. Under an exception to the attribution rules, their ownership would not be attributed to each other, so it appears there …

LLC or LLP: Membership interest as a percentage of total membership. In addition to the above, an individual who has an option to acquire stock is treated as owning that stock (even he or …

At DWC, we have many years of experience analyzing these types of issues. Given the complexity of the rules and the fact that regulations outside of the retirement plan context may …

Oct 22, 2024 · It is worth noting that “ownership” is a bit of a loaded term in this context. It certainly includes direct business ownership, e.g. the percentage of shares of a corporation …

Below you'll find access to the DWC client and billing portals. To assist our clients in making the most of the DWC portal, we have prepared a series of how-to guides to provide you step-by …