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FuturePlan by Ascensus

Independent third-party administrator for 401(k), 403(b), 457, profit sharing and ESOP retirement plans

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About FuturePlan by Ascensus

FuturePlan by Ascensus is an independent third-party administrator (TPA) for retirement plans, with an office in Atlanta. The Atlanta team traded as Swerdlin & Company before joining FuturePlan, a national group formed from local TPA firms and backed by Ascensus. It stays neutral on providers, so clients can keep the recordkeeper and investment platform they prefer.

What FuturePlan by Ascensus offers

  • Retirement plan administration — administration for 401(k), profit sharing, 457 and 403(b) plans.
  • ESOP support — a dedicated team for employee stock ownership plans.
  • Participant service — call-centre help for plan members during business hours.
  • Recordkeeper-neutral service — works alongside more than 30 recordkeepers.

Who it works with

Financial advisors and plan sponsors, along with the employees who take part in their plans.

Key facts

  • Based in: Atlanta, United States
  • Former name: Swerdlin & Company
  • Parent: Ascensus
  • Partnerships: more than 30 recordkeepers

Profile written by TrustList from the business's own published information, Sep 2026.

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