News and Updates

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…

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Plan Limit increases for 2018

  • Friday, October 20, 2017 4:12 PM

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…
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Joanne Swerdlin elected to NCEO board

  • Thursday, February 23, 2017 5:38 PM

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…

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Dorn's Corner

  • Friday, February 3, 2017 7:49 PM

Our CEO, Dorn Swerdlin, uses his space in our newsletter this quarter to discuss the competitive advantage of having great corporate culture. 

 

Read the full article here!

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IRS 2017 Pension Plan Limitations

  • Friday, November 4, 2016 4:14 PM

The Internal Revenue Service today announced cost of living adjustments for pension plans and other retirement-related items for tax year 2017. Here's a brief outline of the changes:

  • The maximum co…
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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.