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