What Swerdlin & Co. does

Swerdlin & Co. was a privately-held third-party administrator (TPA) firm specializing in nonqualified deferred compensation (NQDC) plan consulting, administration, actuarial services, and recordkeeping, headquartered in Atlanta, Georgia and founded in 1980. The firm served a regional client base in the U.S. Southeast, with founder Lee Swerdlin acting as principal and bringing nearly 30 years of executive benefits expertise. Its core offering centered on NQDC plan design and ongoing administration for employer plan sponsors seeking to provide supplemental retirement benefits to select executives.

Swerdlin & Co. has been acquired by FuturePlan by Ascensus and now exists as a legacy firm integrated into the parent's broader retirement plan solutions platform. Post-acquisition, the Swerdlin brand does not maintain independent operations; Lee Swerdlin serves as Vice President of Consulting Sales at FuturePlan, leading NQDC consulting sales. Through this integration, Swerdlin's clients and capabilities now sit within FuturePlan's full-spectrum platform covering Defined Contribution (401k/403b), Defined Benefit, Cash Balance, Group Retirement (MEPs/PEPs), NQDC, and Prevailing Wage plans, supported by services including 3(16) Fiduciary Services, actuarial consulting, plan administration, onboarding, and plan documentation. FuturePlan's proprietary "Category of One" technology infrastructure includes the my.FuturePlan client portal with single sign-on, census submission, two-way messaging, and an onboarding business tracker.

The business model has transitioned from a standalone regional consulting practice to a specialized NQDC vertical within a national retirement administration platform. FuturePlan's parent, Ascensus, manages over $101 billion in assets under administration across 35,000+ plans as of Q1 2026, supported by 1,500+ associates. Revenue mechanics at the parent level follow a per-plan administrative fee model with additional consulting and actuarial service fees, distributed through financial advisors, plan sponsors, and institutional partners; however, Swerdlin-specific pricing, customer counts, and revenue contribution are not separately disclosed.

Name

Swerdlin & Co.

Website

https://swerdlin.net

Company type

Private

Founded year

1980

Operating status

Acquired

Headcount range

51–100 employees

Short description

Swerdlin & Co. is an Atlanta-based actuarial and consulting firm specializing in nonqualified deferred compensation plan administration, now operating as a legacy firm acquired by FuturePlan by Ascensus.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Core offering

Swerdlin & Co. is a third-party administration (TPA) firm that delivers actuarial, consulting, administrative, and recordkeeping services for employers, with a specialty in nonqualified deferred compensation (NQDC) plans. Based in Atlanta, Georgia, the firm has served clients since 1980 and is now part of FuturePlan by Ascensus.

Product overview

FuturePlan by Ascensus is a comprehensive retirement solutions platform offering a full spectrum of plan types (Defined Contribution/401k, Defined Benefit, Cash Balance, Group Retirement/MEPs/PEPs, Nonqualified Deferred Compensation, and Prevailing Wage Plans) supported by integrated service modules including 3(16) Fiduciary Services, Actuarial Services, Plan Administration, Client Onboarding, and Plan Documentation. The my.FuturePlan client portal provides centralized access to plan details, actionable insights, and management tools. Proprietary coach programs (Cash Balance Coach and 3(16) Coach) provide advisor training and education, while the Fiduciary Assistant feature delivers automated payroll data integrity checks.

Differentiator

Problem solved

Functional benefit

Products and services

• Nonqualified Deferred Compensation Plan Services Specialty TPA, actuarial, consulting, and administration services for employer-sponsored nonqualified deferred compensation plans used to retain and reward executives.
• Actuarial Consulting Services Actuarial calculations, plan design support, and related consulting advice for employer-sponsored deferred compensation and executive benefit arrangements.
• Plan Administration and Recordkeeping Services Ongoing administrative processing and participant-level recordkeeping for executive compensation and nonqualified deferred compensation plans.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Partnerships

One partnership is on record.

• FuturePlan by AscensusminorStrategic or Co-development PartnerSwerdlin & Co. appears as a legacy partner logo in FuturePlan's partner ecosystem. The relationship indicates Swerdlin was acquired or became part of FuturePlan's network of legacy firms, though specific details of the partnership arrangement are not disclosed in the available source material.

Recent moves3 records

Expansion highlights2 records

Broad incumbents

• Ascensus: Ultimate parent entity and one of the largest independent retirement and college savings TPAs in the U.S., providing the broader platform under which Swerdlin and FuturePlan operate.
• Mercer: Global consulting firm with deep retirement consulting, actuarial, and plan administration offerings for corporate and government plan sponsors, providing NQDC and executive benefits advisory overlapping Swerdlin's services.
• FuturePlan by Ascensus: Now the parent platform of Swerdlin & Co., FuturePlan by Ascensus is a comprehensive retirement plan TPA offering defined contribution, defined benefit, cash balance, NQDC, and 3(16) fiduciary services to 35,000+ plans, having grown by acquiring legacy firms like Swerdlin.
• Milliman: Global actuarial and consulting firm with a substantial retirement practice providing actuarial valuations, plan design, and administration consulting for defined benefit, cash balance, and NQDC plans—directly overlapping Swerdlin's actuarial and consulting work.
• Principal Financial Group: Major retirement plan provider offering defined contribution and defined benefit administration, including pooled employer plans (PEPs), with overlapping NQDC, actuarial, and plan design services for corporate plan sponsors.
• Fidelity Workplace Investing: A division of Fidelity Investments providing recordkeeping, administration, and investment services for employer-sponsored retirement plans, including growing NQDC and executive benefits offerings at enormous scale.
• T. Rowe Price Retirement Plan Services: Recordkeeping and administration provider for defined contribution plans including 401(k), 403(b), and executive benefit plans, with comparable retirement plan administration and investment capabilities.
• Empower Retirement: One of the largest U.S. retirement plan recordkeepers, serving workplace retirement plans including defined contribution, defined benefit, and executive benefit plans with nationwide scale comparable to where FuturePlan/Swerdlin aspire.
• Vanguard Retirement Plan Services: Servicing arm of Vanguard offering low-cost recordkeeping and administration for employer-sponsored retirement plans with very large AUA, an institutional incumbent where plan sponsors compare specialty TPAs like Swerdlin/FuturePlan.

Direct peers

• The Newport Group: Direct competitor providing retirement plan administration, NQDC plan design, actuarial, and consulting services to corporate and government employers nationwide, with similar specialty in executive benefit and nonqualified plan administration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/swerdlinco
• Facebookfacebook.com/swerdlincompany

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Swerdlin & Co.