Swerdlin & Company

Swerdlin & Company specializes in retirement plan design and administration, providing a comprehensive range of compliance services tailored for diverse client needs, particularly within the construction sector. Founded in 1980 and headquartered in Atlanta, US, Swerdlin & Company operates as a third-party administrator (TPA) for retirement plans. In June 2018, the company was acquired by Ascensus, LLC, a portfolio company of Aquiline Capital Partners and Genstar Capital Partners. The CEO is Keoton K.

The firm has completed a total of 1 deal, with the most recent deal date being June 19, 2018. Swerdlin & Company, through FuturePlan by Ascensus, offers a wide array of third-party administration services for retirement plans, including 401(k), 403(b), 457, and cash balance plans. Their offerings cater to financial advisors, plan sponsors, and self-employed individuals, emphasizing regulatory compliance and customized plan design. The company generates revenue primarily through a structured service model, charging fees for plan design, administration, and compliance services.

These transactions are conducted on a business-to-business basis, where clients engage Swerdlin & Company to manage their retirement plans, often involving recurring fees for ongoing services. Following its acquisition in June 2018, Swerdlin & Company aims to leverage its new resources to enhance its product offerings and expand its geographical reach. The firm plans to introduce new products to better serve its clients, particularly in the construction sector, as well as to penetrate additional markets across the United States by 2025. The funding from the acquisition deal will support these initiatives, allowing Swerdlin & Company to refine its service offerings and expand into new regions.