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Welcome to
Goldberg, Swedelson & Associates,
where your Retirement Plan
is our top priority. 

Experience Excellence in Service, Maximized Tax Savings, and Years of Proven Knowledge with Us
Similing Team
As a dedicated Third Party Administrator, we specialize in crafting customized retirement solutions for small to medium-sized companies. With decades of expertise and a commitment to excellence, we're here to ensure your retirement plans are not just managed, but optimized for your unique needs.

Expert Solutions in 
Retirement Plan Administration 

At Goldberg, Swedelson & Associates, we specialize in a comprehensive range of TPA services to manage and optimize your company's retirement plan. Our services include:

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Customized
Plan Design

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Participant
Support

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Contribution
Calculations

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Collaboration with
Financial Professionals

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Annual Valuation
Reports

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Compliance
Management

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Government Form
Filing

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Consulting and
Advisory Services

Our focus is on the meticulous management of your retirement plan's administration, giving you the freedom to concentrate on your business.

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.

Dedicated Compliance Assurance

We ensure your retirement plan consistently meets regulatory requirements, providing peace of mind and stability.

Strategic Advisory Services

Receive expert advice tailored to your unique situation, helping you navigate the complexities of retirement planning.

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.

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