DWC - The 401(k) Experts Welcomes Tom Smith as New Midwest Sales Consultant

DWC Enhances Team with Expansion into the Midwest

DWC – The 401(k) Experts, a recognized leader in third-party retirement plan administration, continues to strengthen its Midwest presence by announcing Tom Smith's appointment as Midwest Sales Consultant. This strategic move signifies DWC's commitment to advancing support for financial advisors, plan sponsors, and partners in the thriving retirement planning market.

Who is Tom Smith?

Tom Smith is an industry veteran with over 15 years of specialized experience in retirement plans. His knowledge and expertise make him an invaluable asset to DWC as he takes on the responsibility of forging new relationships with financial advisors and expanding DWC’s network of partners.

Smith's background includes significant roles in sales and management, most recently serving as the Midwest Sales Director at Momenta Benefits TPA. His extensive experience spans across eight states, which provides him with an in-depth understanding of the challenges and opportunities faced by retirement plan professionals.

Prior to his tenure at Momenta, Smith held several influential positions at OneAmerica Retirement Services and Capital Group/American Funds. Through these roles, he developed a nuanced understanding of advisor engagement and retirement planning, which he will leverage in his new position at DWC.

Expanding DWC’s Reach

In his role as Midwest Sales Consultant, Smith will cover a wide geographical area, serving advisors and partners in states such as Indiana, Illinois, Wisconsin, Michigan, Ohio, Kentucky, and Tennessee. His focus will be on building strong relationships, identifying growth opportunities, and effectively communicating DWC’s comprehensive suite of services, which includes retirement plan consulting, administration, and compliance support.

“Tom brings a strong combination of retirement industry knowledge, relationship-building skills, and a genuine passion for helping advisors succeed,” said Pete Schroedle, Head of Sales at DWC. “Having worked across investments, recordkeeping, and third-party administration, he understands the retirement plan landscape from multiple perspectives, making him a tremendous addition to our team.”

DWC’s Commitment to Advisors

DWC's focus on strengthening its relationship with financial advisors is evident in its commitment to providing the necessary tools and support for retirement plan management. The firm’s deep expertise, experienced personnel, and dedication to service reflect their mission to enhance the business outcomes for advisors and participants alike.

“DWC aligns with what I was seeking in a retirement plan partner,” said Smith regarding his decision to join the firm. “The depth of technical expertise and the commitment to client service here is impressive.” He expresses eagerness to engage with advisors throughout the Midwest to deliver tailored retirement solutions that foster improved outcomes for organizations and their participants.

About DWC – The 401(k) Experts

DWC is not just a third-party administrator; it's a dedicated consulting firm specializing in third-party plan administration, compliance, and consulting for qualified retirement plans. The organization partners closely with investment advisors and plan sponsors to develop thoughtful plan designs and deliver proactive compliance oversight. DWC is recognized for simplifying complex regulatory challenges while promoting fiduciary best practices in the retirement planning space.

In 2024, DWC became part of the Fiduciary Services Group Family of Companies, which includes notable names like PCS Retirement and Advisor Trust. This partnership enhances DWC’s capabilities and resources, allowing them to support a broader range of client needs.

For more information about DWC and its services, visit www.dwc401k.com.

In conclusion, Tom Smith's addition to DWC is more than just a personnel change; it reflects a larger strategy dedicated to enhancing support for financial advisors in the Midwest region and beyond.