New Resources: COVID-19 and CARES Act

As part of the FuturePlan team, we implemented action plans to protect our business and clients from a crisis even before the rapid spread of COVID-19 in the United States. Our teams had the flexibility, training, resources, and technology to respond immediately when the crisis hit, shifting to a fully remote operation quickly and without interruptions to client service.

 

Each day since, we have been working continuously to support all those who depend on us. This includes providing important resources to help you better understand current regulatory changes, including the SECURE Act, CARES Act, and other pandemic relief legislation.

 

We have an expanded library on these topics, and much, much more. To explore additional content, check out our resources and tools and for a competitive edge.

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.