Founded in 1980, Swerdlin & Company is an independent consulting and third-party administration (TPA) firm specializing in the design, implementation, and administration of qualified retirement plans for businesses of all sizes. The firm works closely with financial advisors, accountants, and attorneys to provide customized solutions, including 401(k) plans, profit sharing plans, and defined benefit plans. Their mission is to deliver high-quality, professional administration and consulting services, ensuring plans are compliant with complex regulations while meeting the specific goals of their clients.

Founded in

United States