Insights

Acquisition Opportunity Original brand Swerdlin & Company is now FuturePlan by Ascensus, indicating potential cross-sell from Ascensus’ broader client base and integration with Ascensus technology-enabled retirement solutions.

Growth & Scale Strong client base of over 1000 across 50 states and a mid-sized team of experts presents opportunities to upsell more comprehensive actuarial, advisory, and recordkeeping services to existing clients and expand footprint in states with growing retirement plan activity.

Service Expansion Recent product expansions include StoryLine 401(k) managed accounts, suggesting receptiveness to outsourced managed account solutions and potential for bundled investment guidance, administration, and recordkeeping offerings.

Tech Enablement Tech stack highlights Microsoft Azure and analytics capabilities point to opportunities to modernize or optimize clients’ plans with cloud-based administration, data analytics, and scalable compliance tooling.

Financial Health Revenue range of 25 to 50 million and integration with Ascensus imply solid growth with potential for larger, multi-year contracts around comprehensive retirement and health/cafeteria plan services for mid-market employers.

Similar companies to Swerdlin & Company (now FuturePlan by Ascensus)

Swerdlin & Company (now FuturePlan by Ascensus) Tech Stack

Swerdlin & Company (now FuturePlan by Ascensus) uses 4 technology products and services including Google Fonts API, jQuery, Microsoft Azure, and more. Explore Swerdlin & Company (now FuturePlan by Ascensus)'s tech stack below.

Google Fonts API
Font Scripts
jQuery
Javascript Libraries
Microsoft Azure
Platform As A Service
Google Analytics
Web Analytics

Media & News

Swerdlin & Company (now FuturePlan by Ascensus)'s Email Address Formats

Swerdlin & Company (now FuturePlan by Ascensus) uses at least 2 format(s):

Swerdlin & Company (now FuturePlan by Ascensus) Email Formats	Example	Percentage
FLast@swerdlin.net	JDoe@swerdlin.net	76%
Last@swerdlin.net	Doe@swerdlin.net	24%
FLast@swerdlin.com	JDoe@swerdlin.com	86%
FirLast@swerdlin.com	JohDoe@swerdlin.com	14%

Frequently Asked Questions

What is Swerdlin & Company (now FuturePlan by Ascensus)'s phone number?

You can contact Swerdlin & Company (now FuturePlan by Ascensus)'s main corporate office by phone at

+1-770-396-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Swerdlin & Company (now FuturePlan by Ascensus)'s official website and social media links?

Swerdlin & Company (now FuturePlan by Ascensus)'s official website is swerdlin.com and has social profiles on LinkedIn.

How much revenue does Swerdlin & Company (now FuturePlan by Ascensus) generate?

As of July 2026, Swerdlin & Company (now FuturePlan by Ascensus)'s annual revenue is estimated to be $25M - $50M.

What is Swerdlin & Company (now FuturePlan by Ascensus)'s NAICS code?

Swerdlin & Company (now FuturePlan by Ascensus)'s NAICS code is 52 - Finance and Insurance.

How many employees does Swerdlin & Company (now FuturePlan by Ascensus) have currently?

As of July 2026, Swerdlin & Company (now FuturePlan by Ascensus) has approximately 49 employees across 1 continents, including North America. Key team members include Senior Vice President: G. G.Director Of Community Relations: G. H.Associate Relationship Manager: D. S.. Explore Swerdlin & Company (now FuturePlan by Ascensus)'s employee directory with LeadIQ.

What industry does Swerdlin & Company (now FuturePlan by Ascensus) belong to?

Swerdlin & Company (now FuturePlan by Ascensus) operates in the Financial Services industry.

What technology does Swerdlin & Company (now FuturePlan by Ascensus) use?

Swerdlin & Company (now FuturePlan by Ascensus)'s tech stack includes Google Fonts APIjQueryMicrosoft AzureGoogle Analytics.

What is Swerdlin & Company (now FuturePlan by Ascensus)'s email format?

Swerdlin & Company (now FuturePlan by Ascensus)'s email format typically follows the pattern of FLast@swerdlin.net. Find more Swerdlin & Company (now FuturePlan by Ascensus) email formats with LeadIQ.

When was Swerdlin & Company (now FuturePlan by Ascensus) founded?

Swerdlin & Company (now FuturePlan by Ascensus) was founded in 1980.

Swerdlin & Company (now FuturePlan by Ascensus)

Financial ServicesGeorgia, United States11-50 Employees

Swerdlin & Company, now operating as FuturePlan by Ascensus, is a financial services firm based in Atlanta, Georgia. Established in 1980, the company specializes in actuarial, consulting, administrative, and recordkeeping services for retirement, health, and cafeteria plans, serving more than 1,000 clients across all 50 states. Its team comprises credentialed actuaries, attorneys, and client relationship managers, enabling the firm to address complex benefits administration needs and match organizations with appropriate solutions. In 2018, the firm became part of Ascensus, a technology-enabled provider focused on helping Americans save for the future. The business environment positions FuturePlan by Ascensus within the retirement and benefits administration segment of financial services, offering comprehensive services to plan sponsors and participants nationwide.