Adam is a partner and consultant at DWC Consultants, Inc. He works with business owners, executives and their other professional advisors to on issues related to qualified retirement plans. His specialties include:
- Customized plan design
- Assessment of benefit programs in the context of mergers and acquisitions
- Voluntary correction of plan errors via the IRS and DOL correction programs
- Representation of clients in IRS and DOL examinations
- Consultation with plan fiduciaries to assist in establishment and documentation of processes
Adam is actively involved with the American Society of Pension Professionals and Actuaries ("ASPPA") where he serves on the Executive Committee, Board of Directors and the Government Affairs Committee. He is a past-president of the ASPPA Benefits Councils of Atlanta and New England. Adam also serves on the IRS Advisory Committee to Tax-Exempt and Government Entities ("ACT").
As a nationally recognized author and lecturer, Adam has been published in the Journal of Financial Services Professionals and The ASPPA Journal. He is co-editor of and a regular contributor to the Journal of Pension Benefits. Adam has spoken on retirement plan topics for a variety of organizations, provided testimony to the ERISA Advisory Council and co-authored several comment letters and proposals to the Treasury Department and Congress.
Adam holds the professional credentials of Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA) and Qualified Plan Financial Consultant (QPFC) from ASPPA as well as Registered Health Underwriter (RHU) and Registered Employee Benefits Consultant (REBC) from the American College. He is also enrolled to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA).
Timing of Rule on Automatic Enrollment Could Help Dampen Employer Participation