top of page
gold (5).png

Top-Quality
Retirement Plan
Design & Administration

We're here to ensure your retirement plans are not just managed, but optimized for your unique needs.

Excellence in Service

Maximized Tax Savings

Years of Proven Knowledge

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.

Untitled design (12).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. 

Untitled design (9).png
Plan Design and Annual Administration
We craft personalized retirement plans that align with your business objectives and manage them through their lifecycle.
 
Untitled design (10).png
Participant Support
Our team is dedicated to supporting your employees in understanding their retirement benefits. We provide personalized support to ensure participant satisfaction.
Untitled design (9).png
Compliance Assurance
We ensure your retirement plans meet all IRS and Department of Labor regulations, helping you avoid costly penalties and maintain compliance.
 
Untitled design (8).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.
gold (4).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.

ASK OUR CLIENTS

NAME, TITLE

Share the amazing things customers are saying about your business. Double click, or click Edit Text to make it yours.

NAME, TITLE

Share the amazing things customers are saying about your business. Double click, or click Edit Text to make it yours.

NAME, TITLE

Share the amazing things customers are saying about your business. Double click, or click Edit Text to make it yours.

Business Meeting

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.

bottom of page