FuturePlan by Ascensus

To our valued clients and partners: Swerdlin & Company is now called FuturePlan by Ascensus, a new name and brand to represent our innovative role as a national leader formed by quality-focused local TPA firms from coast to coast You’ll continue receiving the high-touch, responsive service you expect from our expert team, plus so much more We’re part of an unparalleled network of hundreds of experts on every type of plan and service, backed by the strength, security, and technology investment of a leading national firm, Ascensus

As FuturePlan, we’re a fully independent and neutral TPA that can support advisors and plan sponsors working with whichever recordkeeper and investment platform that best meets their needs We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry

Please visit our new website at FuturePlan com to learn more We welcome your questions and feedback and look forward to working with you as FuturePlan! Our Office 5901 Peachtree Dunwoody Rd Building B, Suite 170 Atlanta, GA 30328 770 396 6601 (Local) 800 507 9373 (Toll-Free) 770 396 0067 (Fax) AtlantaContact@futureplan com Participants and Call Centers 401(k), Profit Sharing, 457, & 403(b) 8:00 a m to 6:00 p m ET 866 687 4015 (Option 1) AtlantaDaily@futureplan com ESOP 8:00 a m to 6:00 p m ET 866 910 9078 AtlantaESOPSupport@futureplan com Read our letter to our clients, advisors, and industry partners here