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A full service team with over fifty years experience means, from inception to termination we’ve got you covered.

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We provide responsive service while obtaining the most creative results in the business today.

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Our goal is always to devise new and adaptive strategies to bring our clients’ tax savings.

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Located in Encino, California, you’re never far from the answers you need.

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Already have a qualified plan? No problem! A creative, efficient re-design can boost your retirement strategy.

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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