Swerdlin & Company

Description

Swerdlin & Company, an employee benefits and compensations company, provides actuarial and employee benefits consulting services to companies in the United States of America. It offers education and communication services; compliance and administrative services for 401(k) and other tax qualified retirement plans; and services for various cafeteria plans, such as plan development/design, plan takeover/redesign, daily processing, participant enrollment and communications, claims processing and adjudication, and debit cards. The company also provides services in the areas of cafeteria plans, including premium only plans, flexible spending accounts, health reimbursement arrangements, and qualified transportation programs; and consulting services, which include ESOP repurchase liability studies, plan design feasibility and projections, preparation of comprehensive employee benefit statements, and participant communication strategy and implementation. In addition, it offers annual funding valuations, financial accounting under GASB and FASB, and ERISA reporting; retiree healthcare valuation services; consulting services, which include long-term financial planning, retirement incentive programs, plan redesign, plan freezes and terminations, mergers and acquisitions, and union or executive benefit negotiation; recordkeeping and administration, quarterly allocation reports, and quarterly participant statements; participant and plan sponsor services; and investment advisory services. Further, the company provides ESOP services, including repurchase obligation analysis/studies; health and welfare services for health plans, life insurance, disability insurance, and voluntary benefits; and services for new and established nonqualified plans. It serves industries, such as technology, manufacturing, medical, professional services, and government. Swerdlin & Company was founded in 1980 and is based in Atlanta, Georgia.

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