DWC logo

DWC

5 Followers

About

We are your 401(k) and defined benefit experts. DWC provides plan document, compliance, consulting and government reporting services for qualified retirement plans to more than 2,500 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commi...

Team announcement

Jamelle Moody joins DWC Leadership as Principal

Jamelle Moody joins DWC Leadership as Principal

Retirement plan consultant company DWC has added Jamelle Moody to its leadership team as Principal, effective September 1. Mr. Moody is also the company’s Co-Director of Operations and Co-Chair of its Training Committee, all duties he will retain. "Jamelle's passion for our service model and teammates is contagious," said DWC Managing Partner Keith Clark. "His natural leadership abilities are incredibly motivating to all of us. Adding that to his unrelenting drive to ensure all of our services are delivered timely in our premium service model made this promotion easy." Mr. Moody has nine years of experience in the retirement plan industry, the last three of which have been with DWC. He is a coach and mentor to the company’s Retirement Plan Consultants, and has particular expertise in technical and customer service areas. "I'm really excited to be joining the leadership team. I look forward to focusing more of my attention on our operational processes to ensure that we continue to prepare and deliver our services to the high standards that we have here," said Mr. Moody. "DWC is a great place to work and I look forward to bringing fresh ideas to the table, and to help us continue to be successful by focusing on delivering the highest level of service to plan sponsors available in our industry."

Team announcement

DWC hires Jacki Betz as Director of Business Development

DWC hires Jacki Betz as Director of Business Development

Retirement savings planners DWC has hired Jacki Betz as its Director of Business Development. Ms. Betz will lead sales in the Southeast region of the U.S. from her home base in Miami, Florida. "At DWC we don't only expect strong qualifications. Excellent service is paramount, every day, without exception,” said DWC managing partner Keith Clark. “Jacki will be a great addition with her experience and passion for serving plan sponsors and investment advisors." Ms. Betz has worked in the retirement plan industry for more than 35 years, with experience in plan design, administration, sales and relationship management. She has worked with both local and national firms, helping to develop constructive relationships that serve both advisors and plans sponsors. "I was well aware of DWC's excellent customer service reputation before joining the team, and after spending a week here I can easily say they are the most organized from sales through implementation and our recurring services,” said Ms. Betz. “The culture is all about an excellent experience for their clients. Once an advisor or wholesaler experiences the DWC solution, it sells itself, and I am honored and thrilled to be a part of the team."

By clicking "Continue" or continuing to use our site, you acknowledge that you accept our Privacy Policy and Terms of Use. We also use cookies to provide you with the best possible experience on our website.