New Name, Same Exceptional Service: Introducing FuturePlan

To our valued clients and partners:

Swerdlin & Company is now called FuturePlan by Ascensus, a new name and brand to represent our innovative role as a national leader formed by quality-focused local TPA firms from coast to coast. You’ll continue receiving the high-touch, responsive service you expect from our expert team, plus so much more. We’re part of an unparalleled network of hundreds of experts on every type of plan and service, backed by the strength, security, and technology investment of a leading national firm, Ascensus.

As FuturePlan, we’re a fully independent and neutral TPA that can support advisors and plan sponsors working with whichever recordkeeper and investment platform that best meets their needs. We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry.

Please visit our new website at FuturePlan.com to learn more. We welcome your questions and feedback and look forward to working with you as FuturePlan!

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Contact Us:

Our Office
5901 Peachtree Dunwoody Rd.
Building B, Suite 170
Atlanta, GA 30328
770.396.6601 (Local)
800.507.9373 (Toll-Free)
770.396.0067 (Fax)
AtlantaContact@futureplan.com

Participants and Call Centers

401(k), Profit Sharing, 457, & 403(b)
8:00 a.m. to 6:00 p.m. ET
866.687.4015 (Option 1)
AtlantaDaily@futureplan.com

ESOP
8:00 a.m. to 6:00 p.m. ET
866.910.9078
AtlantaESOPSupport@futureplan.com

Read our letter to our clients, advisors, and industry partners here.