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DWC – The 401(k) Experts Announces Merger with Hawkins Retirement, Names Lori Reay Partner

DWC – The 401(k) Experts Announces Merger with Hawkins Retirement, Names Lori Reay Partner

PR Newswire

ST. PAUL, Minn., Sept. 12, 2017 /PRNewswire/ — DWC – The 401(k) Experts, an industry leader in providing 401(k) plan compliance, defined benefit services, and consulting services (third-party plan administration), is uniting with Hawkins Retirement, a Utah based firm that provides the same services, under the DWC brand.

DWC - The 401(k) Experts, http://www.dwc401k.com/ (PRNewsfoto/DWC - The 401(k) Experts)

The strategic merger expands DWC’s existing client base to over 3,000 plans.

From Hawkins Retirement, executive Lori Reay will be joining DWC as a partner. Reay, a former recipient of the American Institute of CPAs Women to Watch Emerging Leaders Award, brings over 16 years of experience as a partner at Hawkins Retirement to her new position as Partner at DWC.

Hawkins Retirement, a former affiliate of Hawkins CPA based in Orem, Utah, emphasizes a focus on delivering customized solutions for all its clients’ retirement plan needs. The firm and DWC both share premium service business models and CPA firm protocol foundations, making the merger a natural opportunity for collaboration and expansion.

“After talking to Lori about the similarities in our companies’ philosophies and dedication to premium service, I knew that this merger would be a step forward for both companies,” said Keith Clark, partner and co-founder of DWC. “The merger is a huge opportunity for Hawkins Retirement and DWC to come together as a unified company to better serve our network, ensuring continuity and the excellence Hawkins Retirement’s existing clients are accustomed to.”

“Hawkins Retirement is known for its service and results—uniting with DWC will strengthen our business models and allow us to deliver even greater results. The best news is clients will see no disruption in services as our service model and infrastructure are similar.” said Reay.

For media inquiries, please contact Kaitlyn Smith at 610-698-6014 or kaitlyn@flackable.com.

About DWC – The 401(k) Experts: DWC – The 401(k) Experts is a firm providing third party plan administration, compliance and consulting services for qualified retirement plans nationwide. To learn more about DWC – The 401(k) Experts, please visit http://www.dwc401k.com/.

Kaitlyn Smith
Flackable, LLC

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SOURCE DWC – The 401(k) Experts

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