We are a full-service employee benefits firm, founded in 1980, with a long history of providing consulting and administrative services. Our premium services and proactive approach provide our plan sponsors cost-effective solutions in the following service areas:
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Plan Design
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Compliance
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Administration
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Participant Communications
By offering administrative solutions in all benefit sectors, we can best serve our clients and their employees with our high touch, high technology solutions. We are investment-advisor-friendly; and, we are known for servicing complex plans. By offering both full-service and TPA model solutions, we can work with virtually any plan or platform.
Employee benefits administration and design service models must be dynamic to handle the changing regulations, service models, and technology improvements. At Swerdlin & Company, we are dedicated to be leaders in change, so our clients can maximize the value of their employee benefit plans.
Knowing the complexities and understanding the choices and options available in the benefits world shouldn't be a focus of your job; it's a focus of ours. We help you shape your benefits program to meet the needs and goals of your company and your employees. Swerdlin & Company is the only resource you need to address all of your benefit plan issues. Our job is to make yours easier!
We offer full service benefit solutions for Retirement Plans, Health & Welfare Plans, and Cafeteria Plans. Whether you are a plan sponsor, accountant, attorney or investment advisor, we are here to shape your benefits world!