Lee Swerdlin
Vice President, Sales - FuturePlan at Ascensus | Atlanta, Georgia, United States
Lee Swerdlin’s Email & Phone Number
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Vice President, Sales - FuturePlan at Ascensus in September 2021 - Present
Regional VP - Swerdlin/FuturePlan by Ascensus at Ascensus in June 2018 - August 2021
President at Swerdlin & Company (now FuturePlan by Ascensus) in January 2012 - June 2018
Senior Vice President at Swerdlin & Company (now FuturePlan by Ascensus) in January 2005 - January 2012
Business Development Director at Swerdlin & Company (now FuturePlan by Ascensus) in November 1998 - December 2004
Supporting more than 1000 clients in 50 states, Swerdlin & Company provides actuarial, consulting, administrative, and recordkeeping services for all types of retirement, health, and cafeteria plans. Founded in 1980 by Dorn and Joanne Swerdlin, Swerdlin & Company specializes in finding the best benefits solutions to meet your organization’s needs. Our team is made up of more than 80 experts including credentialed actuaries, attorneys, and client relationship managers, ensuring you have access to the right people when you need them most. Connect with us today to learn how Swerdlin & Company can find the right benefits administration solution for your organization.
Discover more about Ascensus
Senior Actuarial Analyst at Swerdlin & Company
Senior Actuarial Analyst at Swerdlin & Company
(Present)
Owner, Swerdlin & Company
Owner at Swerdlin & Company
(Apr 1980 – Present)
Benefits Specialist at Swerdlin & Company
Benefits Specialist at Swerdlin & Company
(Jun 2013 – Present)
Pension Consultant at Swerdlin & Company
Responsible for annual report filing compliance, ongoing administrative services and consulting for Employee Stock Ownership Plans (ESOPs).
Financial Services
ESOP Coordinator at Swerdlin & Company (now FuturePlan by Ascensus)
(Feb 2021 – Present)
Relationship Manager at Swerdlin & Company
Senior Retirement Plan Consultant at Swerdlin & Company (now FuturePlan by Ascensus)
(Apr 2023 – Present)
What is Lee Swerdlin email address?
Email Lee Swerdlin at [email protected] and [email protected]. This email is the most updated Lee Swerdlin's email found in 2026.
What is Lee Swerdlin phone number?
Lee Swerdlin phone number is 678-775-5553.
How to contact Lee Swerdlin?
To contact Lee Swerdlin send an email to [email protected] or [email protected]. If you want to call Lee Swerdlin try calling on 678-775-5553. (updated on July 2026)
What company does Lee Swerdlin work for?
Lee Swerdlin works for Ascensus.
What is Lee Swerdlin's role at Ascensus?
Lee Swerdlin is Vice President, Sales - FuturePlan
What industry does Lee Swerdlin work in?
Lee Swerdlin works in the Financial Services industry.
