59
Years of Service
More Than
4,000
Clients Served
Less Than
1,500
Plans Managed for Optimal Care
100%
Satisfaction Rate
Your Trusted Partner in Retirement Planning
At Goldberg, Swedelson and Associates, we are more than a Third Party Administrator. We are your partners in planning a secure, prosperous future. With decades of specialized experience, our team is dedicated to providing retirement plans for small to medium-sized businesses.
.png)
Expert Solutions in
Retirement Plan Administration
Our focus is on the meticulous management of your retirement plan's administration, giving you the freedom to concentrate on your business. We specialize in a comprehensive range of TPA services to manage and optimize your company's retirement plan.
.png)
Plan Design and Annual Administration
We craft personalized retirement plans that align with your business objectives and manage them through their lifecycle.
.png)
Participant Support
Our team is dedicated to supporting your employees in understanding their retirement benefits. We provide personalized support to ensure participant satisfaction.
.png)
Compliance Assurance
We ensure your retirement plans meet all IRS and Department of Labor regulations, helping you avoid costly penalties and maintain compliance.
.png)
Consulting and Advisory Services
From facing IRS audits to strategic planning, our expert consultants are equipped to handle challenges and optimize your retirement planning strategy.
.png)
Experience,
Compliance Expertise,
and Client-Centered Service
Selecting Goldberg, Swedelson & Associates as your Third Party Administrator offers significant advantages:
Deep Industry Knowledge
Our extensive experience in retirement planning translates into knowledgeable and reliable plan management.
Collaborative Approach
We work hand-in-hand with your financial teams to manage your plan efficiently and effectively.
Tailored Solutions
Our services are customized to suit the specific needs and goals of your business and its employees.
Client-First Philosophy
We are committed to providing exceptional service, focusing on your needs and those of your employees.
Unlock Tax Savings with Expert Retirement Planning!
Connect with the experts at Goldberg, Swedelson and Associates today. Let us show you the difference our dedication and expertise can make for your company's future.