News and Updates

ESOP Economics

  • Thursday, October 25, 2018 5:32 PM

Ascensus TPA Solutions, our parent company, recently purchased ESOP Economics. This strengthens our capabilities for our ESOP clients.

ESOP Economics is the leader in the ESOP industry for repurchase…

Continue Reading

Ascensus Announces Acquisitions of Swerdlin & Company and SES Advisors

  • Wednesday, June 27, 2018 8:08 PM

DRESHER, Pa.June 19, 2018 /PRNewswire/ -- Ascensusa technology-enabled solutions provider that helps more than 8 million Americans save for the future, is pleased to announce the acquisition o…

Continue Reading

2018 NCEO Employee Ownership Conference in Atlanta

  • Wednesday, April 11, 2018 6:44 PM

The 2018 NCEO Annual Conference, held in Atlanta this year, was very exciting!  Swerdlin ESOP Team members were busy speaking at various sessions and visiting with our clients and colleagues at our bo…

Continue Reading

Department of Labor Provides New Insight for ESOP Fiduciaries

  • Tuesday, March 27, 2018 6:08 PM

As a result of recent litigation, the Department of Labor (DOL) established procedures that trustee fiduciaries should follow when engaging in an employee stock ownership plan (ESOP) transaction. The …

Continue Reading

Swerdlin Partners with Stadion

  • Monday, November 27, 2017 5:02 PM

We are proud to announce that we have partnered with Stadion Money Management to add their StoryLine managed account solution to our product offerings.

“Stadion broke new ground when it debuted Stor…

Continue Reading

Learn more about Swerdlin

Featured page thumbnail

Why Swerdlin?

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

Featured page thumbnail

Our Services

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

Featured page thumbnail

Resources

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

Featured page thumbnail

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.