Industry Veteran Pete Schroedle Takes Charge as DWC's New Head of TPA Sales

On March 31, 2026, DWC – The 401(k) Experts, recognized as a prominent third-party administrator (TPA) of retirement plans, announced the appointment of Pete Schroedle as their new Head of TPA Sales. DWC, which is part of the Fiduciary Services Group (FSG), sees Schroedle’s wealth of knowledge and experience as essential to furthering its objectives and future growth.

Schroedle, who reports to Kristin McCarthy, the Head of TPA Services, steps into this new position armed with over 30 years of proven leadership in the realm of retirement plan sales. His previous role as Vice President of National Sales at OneAmerica Financial saw him successfully leading nationwide sales teams and achieving consistent annual growth. Before his tenure at OneAmerica, he spent 22 years at Principal Financial Group, where he honed his skills in retirement plan sales, advisor engagement, and maintaining long-term relationships.

In his new capacity at DWC, Schroedle will spearhead the company’s sales strategy and business development initiatives, especially as it aims to expand its footprint among the FSG family of companies. His initiative will involve building a scalable sales infrastructure while mentoring and leading the sales organization. A vital focus will be on enhancing relationships with financial advisors, plan sponsors, and strategic partners all critical to DWC’s growth.

Doug Hoefer, a founder of DWC, expressed his excitement about Schroedle's appointment, highlighting the importance of remaining true to the principles that have historically defined DWC’s success—expertise, strong relationships, and a relentless commitment to delivering value to both clients and advisors.

“Having observed DWC's evolution, I take immense pride in its distinctive quality,” Hoefer commented. “I’m devoted to this firm, holding dear the vital relationships with advisors and clients that have helped our firm thrive. I am eager to collaborate with Pete as we chart our path forward.”

Schroedle expressed his excitement to join the DWC team, stating, “DWC has established an extraordinary reputation in the TPA sector, and its current growth momentum is evident. It’s a thrill to become part of a team devoted to providing exceptional value to advisors and plan sponsors.”

Schroedle’s extensive industry experience aligns perfectly with DWC's long-term strategy of expanding its advisor-centric capabilities. Kristin McCarthy lauded his impressive blend of industry knowledge, leadership skills, and well-established relationships. “He brings to the table a powerful mix of qualities that will greatly benefit us as we continue to grow and enhance our partnerships with advisors,” she stated.

About DWC – The 401(k) Experts
DWC is a specialized consulting firm that offers third-party plan administration, compliance, and consulting services tailored for qualified retirement plans across the nation. The firm collaborates closely with investment advisors and plan sponsors to deliver thoughtful plan design, proactive compliance oversight, and practical solutions aligned with business realities. Known for successfully navigating IRS and Department of Labor regulations, DWC simplifies complex regulatory challenges while adhering to fiduciary best practices. DWC became part of the Fiduciary Services Group in 2024, joining a family of companies that includes PCS Retirement, Advisor Trust, and Aspire. To discover more, visit www.dwc401k.com.