Welcome to Swerdlin & Company! Employee Benefit Consultants and Actuaries. Providing you consulting, recordkeeping and administration for retirement, health and welfare, and cafeteria plans.

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Latest News & Happenings

	Workshop: Form 5500 Goes Green! Come hear about the new electronic filing requirements! This discussion will cover new filing requirements for both Retirement and Health and Welfare Form 5500 filings. Topics will include the different resources for filing the form, obtaining electronic signing credentials, and changes to the Form 5500. Information & Registration Latest Edition of the Swerdlin Quarterly The fourth quarter issue is now available! The Swerdlin Quarterly - 4th Quarter, 2009 Swerdlin Celebrates Dog Day 2009 On June 26th Swerdlin celebrated its annual Dog Day and invited all employees to bring their pups to work! It was a great success with over 25 dogs showing up! Photo Album Dorn Swerdlin Elected to Board of Trustees for The Actuarial Foundation Congratulations to Dorn on his election to the Board of Trustees for the Actuarial Foundation! More Information...

Quick Links

2010 Dollar Limits Pocket Card

Cutting costs, not benefits

No fable: ESOP a great incentive for employees

Creating Buyers: The ESOP as Exit Strategy

Participant Portal

Participant Portal for DayPak/FlexPak Participants

Your link to your retirement/cafeteria account(s).


	Participants - access your retirement and cafeteria plan accounts, financial calculators, latest headlines and helpful tutorials.

	Employers/Plan Sponsors - access your retirement and cafeteria reporting tools, latest headlines, helpful tutorials and plan sponsor and employee-related resources.

Swerdlin & Company shapes your benefits world by providing services for these plan types:

Retirement Plans

Defined Contribution Plans
401(k) Plans
403(b) Plans
Age-Weighted Plans
Cross-Tested Plans
ESOP
Profit Sharing Plans/401(a)
Money Purchase Plans
Target Benefit Plans
Thrift Plans

Actuarial Services
Traditional Defined Benefit Pension Plans
Cash Balance Plans
Medicare Part D
Post-Retirement Medical
Taft-Hartley Plans

Nonqualified Plans
Supplemental Executive Retirement (SERP)
Top Hat Plans
Excess Benefit Plans
457 Plans

Consulting Services
Plan Design Studies & Comparisons
Due Diligence in Mergers & Acquisitions
IRS/DOL Audits
Compliance Audits
Union Negotiations on Benefits
Plan Corrections Through IRS & DOL Programs
Vendor Searches/RFPs

Health & Welfare Plans

Insured Benefits
Medical Plans
Dental Plans
Vision Plans
LTD and STD
Life Insurance and many more

Cafeteria Plans
Premium Only Plans (POP)
Medical Flexible Spending Accounts (FSA)
Dependent Daycare Spending Accounts
Health Reimbursement Arrangements (HRA)
Qualified Transportation Programs (QTP)

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5901 Peachtree Dunwoody Road, B-170, Atlanta, GA 30328, 770.396.6601