Orem, St. Paul, Minn.—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.
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.