Company Information

Get to know Swerdlin & Company (now FuturePlan by Ascensus)

Originally Swerdlin & Company, the firm was acquired by Ascensus in 2017 and became part of FuturePlan, which is Ascensus's TPA solutions and retirement services division. FuturePlan was built through the strategic acquisition of over 70 local and regional TPA firms across the United States. The company specializes in delivering customized, high-touch retirement plan consulting and administration services, helping employers design and maintain compliant and effective plans such as 401(k)s, 403(b)s, and cash balance plans. Its mission is to partner with financial advisors and employers to create a more secure retirement for all.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Swerdlin & Company (now FuturePlan by Ascensus)

United States

Founded in

1980 (46 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.