Third Party Administration (TPA) Services

Third Party Administration (TPA) and Consultant for Qualified Employee Benefit Plans and Pension Plans 

DWD administers the following types of plans for business owners, small to mid-size businesses and nonprofit organizations:

  • Cafeteria plans
  • Individual 401(k) plan
  • 401(k) plans
  • Pension plans

Plan Administration Services Typically Include:

  • Preparation of Federal Tax form 5500
  • Collection of census information
  • Guidance to assist the business owner in maximizing their benefit from the plan
  • Guidance on compliance requirements set forth by the Department of Labor and the Internal Revenue Service