Loyalty, Resourcefulness and Consistent Quality


Experience – with a firm that has been in business since 1970, you have the comfort of knowing that your plans are being managed by seasoned professionals whose work will pass government scrutiny.

Our team’s 9 full-time licensed Enrolled Actuaries, plus an ERISA attorney in our office who is associated with our team, provides a level of Expertise that means you will have easy and fast resolution to any technical or legal issue that may arise relative to your plan. We can also represent you during IRS and PBGC audits.

Infrastructure – All of the work on your plans is performed in-house and never outsourced so you can rely on AUI quality control and service commitment. You will always receive a response from our team within 24 hours.
We make sure that your plan meets your objectives each year through Consultation that allows us to ensure our work is accurate, thus minimizing any potential audit risk or future penalties. Through this process, we ask questions, recommend changes when necessary and explain plan provisions and issues with you and/or your advisors.

Transparency – We charge on a fixed fee basis, and generally do not charge hourly rates,which means that you do not get billed every time you contact us. No hidden fees or surprises.