Learn more about Swerdlin

Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Swerdlin Quarterly

We have published our quarterly newsletter for almost two decades, and we're proud to present almost all of the issues online.

Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Swerdlin Quarterly

We have published our quarterly newsletter for almost two decades, and we're proud to present almost all of the issues online.

News and Updates

IRS 2015 Pension Plan Limitations

  • Thursday, October 23, 2014 4:33 PM

The Internal Revenue Service today announced cost of living adjustments for pension plans and other retirement-related items for tax year 2015. Here's a brief outline of the changes:

  • The contribu…
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