News and Updates

Congratulations

  • Tuesday, April 16, 2019 4:08 PM

Please join us in congratulating our ESOP client, Geographic Information Service, Inc. on their recent NCEO award.

Innovations in Employee Ownership 2019 GISinc
Geographic Information Services, Inc.…

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Congratulations

  • Friday, March 1, 2019 7:39 PM

Please join us in congratulating two of our ESOP clients on their recent awards.

Williams Company, Orlando, Florida
New South Chapter's Employee Owned Company of the Year 2019

Geographic Informatio…

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2019 Plan Limit Changes

  • Tuesday, November 27, 2018 7:37 PM
  • The IRA contribution limit increases to $6,000.
  • The 401(k) elective deferral limit increases to $19,000.

For the full details and all of the limits, you can find them at the IRS.gov website here…

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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…

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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…

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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.