Mark Swedelson

VP | Goldberg,Swedelson & Associates

Mark is the third generation of a family owned pension consulting practice, joining the firm in 1990. A former Senior Accountant with Coopers & Lybrand (now PricewaterhouseCoopers), Mark completed the American Society of Pension Actuaries' designation of Qualified Pension Administrator. Mark is also a Certified Public Accountant and a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, where he served on the Employee Benefits Taxation Committee. and the AICPA Employee Benefits Tax Technical Resource Panel. Mark has spoken before accounting, professional and financial advisor groups. Mark graduated from California State University at Northridge with a degree in Business Administration and an emphasis on Accounting Theory and Practice.


This session will cover what are all the automatic options in plans to today (enrollments, distributions, investing, salary increases, etc), corrections for when someone is not auto-enrolled More