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.

Finance

Keith H. Clark

Natalie Thompson

Doug W. Hoefer

Adam C. Pozek

Steven Howard

Jennifer Gibbs Swets

Ben Jones

Ellen Pozek

The Retirement Plan Consulting team at DWC specializes in providing expert advice and comprehensive services for qualified retirement plans. This group handles plan document creation, compliance, consulting, and government reporting for a diverse range of clients. With a keen attention to detail and a client-centric approach, they ensure each retirement plan meets regulatory standards and aligns with the client's financial goals.

Retirement Plan Consulting

Leadership Team

Investment Advisor Solutions

Retirement Plan Consulting

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Leadership Team

Investment Advisor Solutions