Building Strategic Partnerships.
DWC has a long history of successfully partnering with financial advisors. We bring decades of experience focused on retirement, armed with the resources to help deliver comprehensive solutions for your clients. Our consultants understand the importance of your relationships and will work seamlessly alongside your team.
With DWC at the table, you can focus on building your business, confident your clients are in good hands.
Bring us onboard during the sales process and DWC can help enhance and refine the services you bring to your clients:
- Run plan design projections including Safe Harbor 401(k), new comparability and cash balance illustrations
- Interface with recordkeepers to gather proposals or provide recommendations
- Attend meetings and presentations, helping to respond to client questions
Once the client hires you and DWC, we will do the following:
- Provide plan design, installation and transition support
- Keep you in the loop with copies of all client communications and documents
- Act as an ongoing resource for your staff on industry news, regulations, etc.
Contact us to request a proposal. |
