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.
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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.