Announcement: Swerdlin offices, Swerdlin call centers, the U.S. stock market and banks will be closed on Friday April 10 in observance of the holiday. Trades, claims and payment requests received after 4 pm EDT April 9 will not be processed until April 13. Please contact us at (866) 687-4015 with any questions.

COVID-19: Our Commitment to You

Swerdlin & Company, part of FuturePlan by Ascensus, continues to support the needs of our clients, partners, and savers during these unprecedented times. Our existing and expanded business continuity plans, geographically diverse infrastructure, and remote working capabilities ensure our ability to serve all who depend on us.

We share everyone’s hopes for health, safety, and a welcome return to all aspects of life.
Learn more about our response | A Message from our CEO to Our Friends and Partners