Welcome to Actuaries Unlimited, Inc
Loyalty, resourcefulness and consistent quality
A full service team with over fifty years experience, the pension professionals at Actuaries Unlimited, Inc. are the go-to retirement planning experts that our clients demand. Alongside nine in-house Enrolled Actuaries, our staff includes thirty highly-qualified Pension Administrators and a knowledgeable support team to serve you. With Actuaries Unlimited, Inc. you’re never far from the answers you need.
Our Services
New Plan
Design
We take the time to work with our clients and their advisors to tailor new plan designs to fit their unique needs. Our plan design team is one of the most creative in the business.
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Administration
Services
Like any other investment strategy, maintaining a qualified retirement plan takes know-how. At AUI, our plan administrators guide you through every step of the process.
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3rd Party
Certifications
In addition to being a full service TPA, our actuaries also will review and certify AFTAP’s and Schedule SB’s for cash balance and defined benefit pension plans. Need an actuary? We’ve got you covered.
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Distributions &
Other Plan Services
AUI provides plan services that go far beyond the annual filings. Have a terminated participant? Need a loan? From inception to termination, we have the resources to guide and assist you with your qualified plan.
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IRS
Audits
Sometimes the IRS comes calling. Let us answer the call. Our staff will take the reigns and represent you during your IRS audit.
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