Ascensus
Financial Software · Georgia, United States · 11-50 Employees
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Overview
Headquarters
5901 Peachtree Dunwoody Rd Ste B170, San...Phone Number
(770) 396-6601Website
www.swerdlin.comRevenue
$5.8 MillionIndustry
About Ascensus
To the company's valued clients and partners: Swerdlin & Company is now called FuturePlan by Ascensus , a new name and brand to represent the company's innovative role as a national leader formed by quality-focused local TPA firms from coast to coast. Youll continue receiving the high-touch, responsive service you expect from the company's expert team, plus so much more. Were 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, were 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. The company partners with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry. Please visit the company's new website at FuturePlan.com to learn more. The company welcome your questionsRead more
SIC Code 63,637NAICS Code 52,523Show moreAscensus Org Chart
Ascensus Tech Stack
A closer look at the technologies used by Ascensus
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To the company's valued clients and partners: Swerdlin & Company is now called FuturePlan by Ascensus , a new name and brand to represent the company's innovative role as a national leader formed by quality-focused local TPA firms from coast to coast. Youll continue receiving the high-touch, responsive service you expect from the company's expert t... Read More