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

Latest News & Happenings

	New Workshop: Real Solutions for the Rising Cost of Health Insurance Exclusively for Swerdlin Clients: Come hear two of our clients share their stories on the design of their health insurance programs during these challenging economic times. Information & Registration Latest Edition of the Swerdlin Quarterly The second quarter issue is full of informative topics including how to remove Safe Harbor provisions, ESOPs and much more. The Swerdlin Quarterly - 2nd 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... 2009 Qualified Plan Dollar Limits The 2009 qualified plan dollar limits are out. Download our easy reference pocket card. 2009 Dollar Limit

Swerdlin & Company Articles

2009 Dollar Limits

Do you serve as a Director on a Board earning additional income?
If so, you may be interested in dbBoomer, Swerdlin & Company's retirement plan designed specifically for individuals such as Directors, the self-employed, and others seeking to maximize retirement contributions that are tax deductible. dbBoomer allows you to contribute more than $45,000 each year (the maximum allowed with traditional defined contribution plans such as 401(k) plans).

The Brave New World of Roth 401(k)
Deferrals in Roth 401(k) plans are fully taxable to the participant at the time of contribution. However, if certain requirements are met, so-called "qualified distributions" of Roth deferrals and the earnings are completely tax free.

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