On behalf of the DWC Consultants team, thank you for visiting our site and your continued support. We are celebrating our 12th year of providing strategy consulting services to industry service providers and TPA/ERISA Consulting services to plan sponsors .
Whether you are visiting our site for research as an industry practitioner or reviewing for our qualifications, while browsing, please do not hesitate to call or email us with your questions. As long time consultants and administrators we know the key to answering questions (or solving issues) is in the details! We take great pride in our answers, making sure all parties understand the impact of certain decisions and/or actions (for example a simple plan design change can drastically increase the costs of the plan or value of the plan from the perspective of the employees).
All of our consultants are experienced in retirement plans, tax, and investments. In other words, we understand all aspects of the retirement plan industry as well as the perspective of the owners and senior managers related to their financial decisions! The combination of our website, pension portal, and our annual compliance process keep our clients up to date on all legislation and important plan design issues.
Most important, all of us at DWC Consultants take great pride in serving investment advisors, CPA's, and plan sponsors. Our niche is employee benefit consulting and compliance services. Hence no conflict of interests with investment advisors, recordkeeping platforms, or CPA's. At DWC, we are investment menu and recordkeeping platform neutral.
Welcome to DWC Consultants, Inc.
Our Service Standards
We provide investment advisors, CPA's, and plan sponsors fast and accurate results. Our service metrics include (with service guarantees):
Timely & accurate delivery of annual compliance services
Response to all emails, texts, messages within two business hours (99%)
Answering the phone/return phone calls within 2 business hours (99%)
Plan Design Projections/Proposals delivered within 2 business days (99%)
Senior Consultant and Partner assigned to every plan (minimum of 10 years of experience)
"Their academic approach places an emphasis on understanding not only the required compliance and fiduciary concepts, they emphasize increasing the value of the plan sponsors human resource dollar."
Pete Kirtland, CEO of ASPire
Contact us for a plan design projection/proposal or to initiate a service provider search.
DWC Pension Portal
Research
Plan Design/Proposal
Purchasing the Defined Contribution Handbook - An Inside Guide to Service Providers & Advisors
Due to popular demand, Keith is releasing an update in Q3 of 2011 to the popular industry book that provided the inside look to the defined contribution service industry. The first book of its kind to explain the defined contribution plan from every angle, a must-read for every clearing firm, broker-dealer, recordkeeper, TPA, CPA, mutual fund manager - any advisor involved in the retirement benefit industry. The book provides an insightful, inside look at the investment component of the retirement industry, day-to-day processes and how technology has changed the business.
Form 5500 Submission
Go to our Form 5500 software for review, electronic signing/submission, and printing (for your records).
