Secure Submission
Submit Plan Data
Securely send retirement plan information to Schweitzer & Company, LLC. Use the form below to share business details, request a Business Data Form, or begin a conversation about plan administration support.
Send Us Your Information
Interested in our TPA services or need to securely submit data? Complete the fields below and we’ll contact you shortly. If you prefer, you may also call 631-969-2200 or email info@schweitzertpa.com.
Mailing Address: 11 Greenwood Ave – #59, East Islip, NY 11730
Office Location: 128 Carleton Ave. – Suite 102, East Islip, NY 11730
631-969-2200
info@schweitzertpa.com
By appointment for in-office or video meetings
Secure File Upload
Use this form to send plan data and supporting documents securely. Please include your contact information and attach the files you would like our team to review.