Swerdlin Partners with Stadion

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 StoryLine a little over a year ago,” said Lee Swerdlin, President & COO of Swerdlin & Company. “The level of plan and participant customization available through StoryLine gives our advisors a new way to help their clients prepare for retirement. We are excited about adding StoryLine to our platform and believe it will be a value-add to our participant experience.”

The full press release is available here: https://lnkd.in/e9nnUtS

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.