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

DWC focused its first 10 years primarily on consulting to some of the largest service providers in the employee benefits industry, including banks, broker-dealers, mutual fund families, …

DWC's extensive experience with both the IRS and Department of Labor voluntary correction programs allows us to help you address just about any accident that might happen.

DWC has a long history of successfully partnering with investment advisors. We bring decades of experience, supported by the resources to deliver comprehensive solutions for your clients. Our consultants understand the importance of your relationships and will …

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 sponsor deadlines and requirements, visit our Knowledge Center here.

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 …

DWC encourages career development by reimbursing for the cost of ASPPA credentialing exams and annual ASPPA membership dues, and strongly support industry involvement through speaking, writing, and volunteering.

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 …

Jan 24, 2025 · We’ve corralled the best news from inside the beltway – not only regulations, but also new legislation from Congress as well as relevant guidance from the IRS and Department of Labor. In true DWC fashion, we don’t just repackage a recitation of the rules, we provide our thoughts and commentary about what those rules mean to you.

Oct 22, 2024 · Since the retirement system was designed to provide benefits to a broad cross-section of employees, Congress created the rules that require companies to be aggregated when there are certain amounts of overlapping ownership or special types of business relationships. These are referred to as the controlled group and affiliated service group rules.