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.

Founded in

United States