DWC
Steven has been working in the retirement plan industry for over 20 years, gaining experience in many different aspects of retirement plan administration including operations, compliance testing, annual 5500 reporting, plan document preparation, and plan amendments.
Steven most enjoys working with new clients and providing them with any guidance they may need in understanding the various IRS regulations and plan provisions that relate to their retirement plan.
This person is not in any teams
This person is not in any offices