Swerdlin & Company, an Ascensus company
Connie is a pension consultant and manager of the ESOP team at Swerdlin & Company, an Ascensus company. Connie has nearly 30 years of experience in the retirement plan/ banking industry. She has worked with Swerdlin & Company for more than 17 years. Her experience includes plan design, government reporting, employee communication, and plan compliance and corrections. Connie's strongest areas of concentration are ESOP/KSOP technical issues and compliance consulting. Connie is a member of the NCEO and serves on the ownership culture committee with the ESOP Association.