Swerdlin & Company

Firm Profile

Key Contacts

Lee Swerdlin, 678-775-5553, lswerdlin@swerdlin.com

Joanne Swerdlin, 678-775-5512 , jswerdlin@swerdlin.com

Website

http://www.swerdlin.com

Est. 1980

State(s) with a Physical Presence

Georgia and Massachusetts. Georgia is our headquarters.

Sponsored Plans Supported

1000+

Kinds of Plans Supported

401(k)
Traditional Defined Benefit
Cash Balance
Profit Sharing
Money Purchase Pension
403(b)
457
Non-Qualified Deferred Compensation
Other DC Plans

Target Market

401(k)
Traditional Defined Benefit
Cash Balance
Profit Sharing
Money Purchase Pension
403(b)
457
Non-Qualified Deferred Compensation
Other DC Plans

Custodians Used

Matrix
TD Ameritrade
Schwab
Benefit Trust
Relius

Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Target-Date Fund Evaluation Tools
  • Employee Education
  • Enrollment Meeting Support
  • Call Center