Retirement Plan Administration

DWD is a Third Party Administrator (TPA) for qualified Employee Benefit Plans and Pension Plans.

DWD administers the following types of plans for business owners, small to mid-sized businesses and nonprofit organizations:

  • Cafeteria plans
  • Individual 401(k) plan
  • 401(k) plans
  • Pension plans

Plan administration services typically include, but are not limited to:

  • Preparation of Federal Tax form 5500
  • Collection of census information
  • Assist business owners in maximizing their plan benefits
  • Guidance on compliance requirements set forth by the Department of Labor and the Internal Revenue Service
"I love working at DWD because of the variety of work I get to experience and the team-like structure that is put in place here. Staff members at any level are more than willing to answer questions and…"
Brandon McKee
DWD Senior Accountant