News and Updates

Joanne Swerdlin elected to NCEO board

  • Thursday, February 23, 2017 5:38 PM

ATLANTA (Feb. 23, 2017) -- Joanne Swerdlin, executive vice president of Swerdlin & Company, has been elected to the board of directors of the National Center for Employee Ownership (NCEO) and sele…

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Dorn's Corner

  • Friday, February 3, 2017 7:49 PM

Our CEO, Dorn Swerdlin, uses his space in our newsletter this quarter to discuss the competitive advantage of having great corporate culture. 

 

Read the full article here!

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IRS 2017 Pension Plan Limitations

  • Friday, November 4, 2016 4:14 PM

The Internal Revenue Service today announced cost of living adjustments for pension plans and other retirement-related items for tax year 2017. Here's a brief outline of the changes:

  • The maximum co…
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ESOPs: Something for You?

  • Tuesday, July 5, 2016 4:18 PM

Our very own David Benoit wrote an article for the latest edition of Plan Consultant magazine! 

ESOPs: Something Old, Something New, Something Borrowed, Something for You?

On the occasion of the 60t…

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Latest Swerdlin Quarterly Online

  • Tuesday, July 5, 2016 4:06 PM

Check our our newest newsletter!

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Learn more about Swerdlin

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Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

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Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

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Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

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Our Values

Balance. Integrity. Relationships. Development. 

Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Our Values

Balance. Integrity. Relationships. Development.