top of page
Business Meeting
Experience Excellence in Service, Maximized Tax Savings, and Years of Proven Knowledge with Us

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

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

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:
3122239.png

Customized
Plan Design

6001296_edited.png

Participant
Support

5990072.png

Contribution
Calculations

2903372_edited.png

Collaboration with
Financial Professionals

8771752.png

Annual Valuation
Reports

3694414_edited.png

Compliance
Management

12209681.png

Government Form
Filing

4959897_edited.png

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

  • Dedicated Compliance Assurance

  • Strategic Advisory Services

  • Collaborative Approach

  • Tailored Solutions

  • Client-First Philosophy

bottom of page