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Goldberg, Swedelson & Assoc.




Goldberg, Swedelson & Associates GSA was organized in 1965 by Jerome S. Goldberg and Allan E. Swedelson and incorporated in 1969. Since inception, the firm has developed a strong expertise in the consultation and administration of qualified retirement Plans for closely held corporations, partnerships and sole proprietors. The firm retains several outside legal and actuarial experts and maintains a close working relationship with all pension governing agencies to the benefit of its clients.
 
GSA currently provides consulting services to 900 plans of varying sizes, including Cash Balance, traditional defined benefit, defined contribution and 401k plans. The firm specializes in the small to medium business and professional market. They are committed to providing personal attention and timely service to their clients and accountants with whom they work. Their continual investment of time and resources in professional continuing education, modern computer technology and extensive business relationships is indicative of their commitment to excellence.
 
The services that they offer to their clients along with a brief description such as Internal Revenue Service; during their years of experience dealing with Pension and Profit Sharing Plan audits, they have achieved a level of competence that can ensure their clients they are being properly represented before the Internal Revenue Service. Retirement Planning; Successful implementation and periodic review of your retirement plan will ensure financial independence during your working years and through your retirement years. Pension & Profit Sharing Plans; Qualified retirement plans e.g. Profit Sharing, Money Purchase, 401k and Defined Benefit plans can provide significant tax advantages for closely held businesses and self-employed individuals. Their firm can assist you in evaluating the type of retirement plans that will best serve the retirement needs of you and your employees. 

Goldberg, Swedelson & Assoc are a boutique firm that specializes in the Pension and Profit Sharing field. Because their firm is relatively small, their clients benefit by getting personalized, and quality service that is beyond comparison.

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