DWC
Adam is a nationally known author and speaker with 30 years of experience in the retirement plan industry. As a partner at DWC, Adam is known for designing customized plans for clients and assessing benefit programs in relation to mergers and acquisitions. He also consults with plan fiduciaries to help them establish and document prudent practices as required by ERISA.
Adam is actively involved with the American Society of Pension Professionals & Actuaries (ASPPA) where he serves as a member of the Leadership Council. He is also Immediate Past President and a long-serving former member of the Government Affairs Committee. He also served a 3-year term on the IRS Advisory Committee on Tax Exempt and Government Entities.
Adam's articles have been published in The Journal of Pension Benefits, The Journal of Financial Services Professionals, Plan Consultant Magazine and The 403(b) Advisor. He has provided testimony to the ERISA Advisory Council and co-authored several comment letters and proposals to the Treasury Department and Congress.
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DWC
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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 commitment to client service at the center of everything we do.