Resources

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Participants

Swerdlin & Company wants you to achieve a successful retirement. We provide resources to help explain retirement plans and enable you to manage your assets more effectively.

Employers

Swerdlin & Company is committed to supporting employers and the retirement plans they sponsor. We strive to provide you with information and resources that will enable you to better manage your plan.

Advisors

Swerdlin & Company wants to enable you to help employers and participants create and manage retirement plans that will lead to successful outcomes. 

The Swerdlin Quarterly

Our full archive of Swerdlin's quarterly newsletter is available online, starting from the first quarter on 1997!

Financial Calculators

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

  • Retirement Savings and Planning:
    • 401(k) CalculatorA 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
    • Company Stock Distribution CalculatorIf you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
    • How long will my retirement savings last? Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
    • Roth 401(k) vs. Traditional 401(k)Use this calculator to determine which 401(k) contribution type might be right for you.
    • Social Security Quick Calculator: A benefit estimate from SSA.gov based on your date of birth and on your earnings history.
  • Tax Calculators:
  • Savings Calculators:
    • Cool Million: Find out when your savings plan may make you a millionaire!
    • Don't Delay Your Savings! Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
    • Lunch SavingsUse this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.
  • Las Calculadoras Financieras (Spanish):
    • Planificador de RetiroPlanee su jubilación con una pensión de su compañía, entérese si usted está bien encaminado - y aprenda cómo mantenerse en esa posición.

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!

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.