DWC – The 401(k) Experts Taps Midwest Sales Consultant
DWC – The 401(k) Experts has appointed Tom Smith as Midwest sales consultant.
In this role, Smith will be responsible for expanding DWC’s Midwest presence and supporting financial advisors, recordkeeping partners, CPAs, and retirement plan professionals across the region. He will focus on building new advisor relationships, identifying growth opportunities, and helping clients access DWC’s comprehensive retirement plan consulting, administration, and compliance services.
Smith joins DWC with more than 15 years of experience helping advisors and plan sponsors navigate retirement plan solutions spanning investments, recordkeeping, and third-party administration. Most recently, he served as Midwest sales director at Momenta Benefits TPA, leading business development across an eight-state region. Prior to Momenta, Smith held a range of sales and leadership roles at OneAmerica Retirement Services and Capital Group/American Funds.
As Midwest Sales Consultant, Smith will serve advisors and partners in Indiana, Illinois, Wisconsin, Michigan, Ohio, Kentucky, and Tennessee, helping organizations design and implement retirement plan solutions aligned with their business and participant objectives.
“Tom brings a strong combination of retirement industry knowledge, relationship-building skills, and a genuine passion for helping advisors succeed,” said Pete Schroedle, head of Sales at DWC. “Having worked across investments, recordkeeping, and third-party administration, he understands the retirement plan landscape from multiple perspectives. That experience, paired with his energy and commitment to serving partners, makes him a tremendous addition to our team.”
A native of the Chicago area, Smith graduated from Butler University and currently resides in Westfield, Indiana, with his wife, Kelly, and their two sons.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news.