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
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
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
The IRS released the new dollar limit amounts for 2018 yesterday, and there are quite a few changes from 2017!
- The Maximum Defined Benefit Plan Benefit increases to $220,000 from $215,000.
- The Ma…
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…Continue Reading