Actuaries Unlimited, Inc. is a third-party pension administration and consulting company that has been in business for over fifty years. Located in Encino, California, Actuaries Unlimited, Inc. provides a comprehensive spectrum in actuarial and retirement benefits consulting services.
Partners, Mindy Gassman, E. Mark Fishman, Erin Russell and Kory Hoertz are Enrolled Actuaries, members of the Society of Pension Actuaries, American Society of Pension Professionals and Actuaries, and teach Continuing Education classes throughout Los Angeles. We also employ five additional full-time Enrolled Actuaries, allowing us to provide outstanding in-house backup to our technical staff as well as exceptional service to clients and their tax advisors.
Our Core Values
MINDY GASSMAN, MSPA, CPC, MAAA
President, Enrolled Actuary
Mindy learned at a young age that the keys to success in the pension industry are integrity, loyalty and hard work. She started at Actuaries Unlimited Inc. while earning her degree in Mathematics from UCLA and eventually went on to become a Pension Administrator, Enrolled Actuary and President of Actuaries Unlimited, Inc. Mindy prides herself on her discerning eye and her commitment to quality, and believes that it is the duty of Actuaries Unlimited, Inc. employees at every level to provide our clients with accurate, professional and timely work. Together with her husband Joel, Mindy lives in Beverly Hills and enjoys spending time with her three grown children. She is a long-time fan of the Los Angeles Dodgers and Kings and is currently developing her golf swing.
E. Mark Fishman, MSPA, FCA, MAAA
Executive Vice President, Enrolled Actuary
Mark is a principal contributor to Actuaries Unlimited Inc.’s professional relationships and has fostered the expansion of our client base through unmatched service to our clients and industry partners. With his Bachelor’s from UCLA and Master’s from Loyola Marymount University, both in Mathematics, Mark started with Actuaries Unlimited Inc. in 1982 and has been a Partner for more than 20 years. Mark prides himself on being a creative actuary and producing the most competitive results in the business. When he is not fostering an industry-wide reputation as a go-to expert in retirement plans, Mark enjoys attending sporting events, drinking wine and listening to the Beatles. Mark has two grown sons and lives in Encino with his partner, Carrie.
Erin Russell, MSPA, CPC, QPA, QKA
Partner, Enrolled Actuary
Erin is at the forefront of continuing education at Actuaries Unlimited, Inc. and is passionate about challenging the administrators to rise to new heights in education and industry experience. A graduate of Pepperdine University with a degree in Business Administration and Management, Erin has been with Actuaries Unlimited, Inc. since 2001, working her way up from Assistant, to Plan Administrator turned Actuary in 2013, to Director of Administration, and now Partner. A native to Los Angeles, Erin resides in Redondo Beach with her husband, Justin and their two children. In her free time, you can find Erin listening to live music, traveling, and spending time with her family.
Partner, Enrolled Actuary
Kory joined AUI in 2010 with a clear plan to become an Actuary, which he accomplished in four short years. He is passionate about keeping AUI on the cutting edge of technology by staying up to date with the pension laws and leading in-house training. Kory also brings a fresh perspective to plan design to ensure AUI’s Administrators produce the most adaptive and creative proposals for our new clients. A native Californian who was born and raised in Orange County, Kory met his wife in high school and they now have three children – two girls and a boy.
Our Management Team
Vice President of Operations
Alex started with AUI in 2001. She credits her success to seeing the “big picture” and being able to handle anything that comes her way. Alex is loyal and dedicated, always making decisions based on the best interest of the company.
TK joined AUI as a Consulting Actuary Consultant in 2011. With over 25 years’ experience, he serves as a technical lead to our administrative team. Around the office, TK is known for his lighthearted nature and dedication to continued education.
Brian Gassman, CPA, QKA
A graduate from the University of Wisconsin – Madison, Brian began his professional career as a CPA before transitioning to plan administration in 2011 when he joined AUI. With a combination of his accounting, plan administration and actuarial knowledge, Brian is a triple threat that brings his many-faceted expertise to ensure the best actuarial assessment to clients.
Alena B. Melbye
Document Department Manager
Alena is a dedicated professional who has been with AUI for nearly 30 years. She is an inspiration to everyone she works with and a true team player, believing in the power of a can-do attitude and a sense of humor.
Sharon Liu, QPA, QKA
Plan Administration Manager
Sharon started with AUI as an intern in 2008 during her junior year at UCLA. She now leads as a Plan Administration Manager and is always eager to learn and be a resource to clients and other Administrators.
Brian Flynn, AIF
Director of Business Development
A graduate from Oregon State University in Business Administration, Brian has been in the retirement plan industry since 1993 before joining AUI in July of 2021. His focus has been on building business relationships with others in the industry who share the common objective of providing clients with retirement plans that achieve their goals, as well providing plan participants with successful retirement outcomes.
Yvonne LaFrance, QKA
Yvonne came to AUI as a high level pension administrator with managerial experience. She not only reviews work of other administrators, but also enjoys providing training and helping her team members and clients understand complex concepts. She is a valuable resource who is always eager to resolve concerns and questions posed by administrators with skill and ease.
Alex Free, CPC, QPA, QKA
After an education and short nonprofit career in international studies, Alex pivoted and joined AUI in 2015. He quickly proved himself as an adept plan administrator with an intricate and multi-faceted self-taught knowledge of pension law. Alex uses his strong communication and interpersonal skills in assisting clients and colleagues alike.
Alexandro Pinedo, QKA
Alexandro has worked in the retirement industry since 2008 and joined AUI in 2013. A proven leader and knowledgeable in all aspects of administration, Alexandro was promoted to Pension Manager in 2018 and became an Actuary in 2020. He is dependable and always takes the time to answer any questions thrown his way, both in-office and from our clients.
Linda Thi-Ly, QKA
Director of Operations
Linda has been with AUI since 2014, working her way up from Administrative Assistant, to Plan Administrator in 2015, to Training Coordinator in 2018, to Manager of Operations in 2019. With patience and her ability to quickly pick up different processes and streamline procedures, she is not only the go-to person to successfully train new employees, but a mentor to all employees at AUI.
It is a pleasure to work with AU [Actuaries Unlimited, Inc.]. They provide a continuity of personalized competent service from highly trained professionals. I have dealt with them for 25 years and would not change actuarial consulting firms.
Gary W. Hampar, Esq.,
Law offices of Gary W. Hampar
We have worked with AUI successfully for several years and have always found them responsive with creative solutions to our client’s needs.
Steven M. Martini, CPA, MST,
Martini Iosue & Akpovi,
Certified Public Accountants
I have come to rely on the experienced professionals of Actuaries Unlimited to provide creatively designed pension plans for my clients. Actuaries Unlimited works with me to develop plans that are specific to each of our client’s needs.
David Goldman, CPA,
Goldman Kurland and Mohidin, LLP
Mark Fishman and his team at AUI have been an integral part and extension of our Wealth Management practice for more than 15 years. Their professionals are thoughtful, experienced, creative and have always followed up by doing what they say they’re going to do. They’ve never failed to make us look good as well as themselves.
John E Orcutt, C.S.F.A,
Orcutt/Fasano/Krischer Group of
UBS Wealth Management
Working with AUI has been rewarding and a pleasure. Their principals and employees are knowledgeable, and dedicated to doing the best for their clients.
Thomas E. Shardlow, Esq.,
Law Offices of Shardlow & Vick
I have been a client of Actuaries Unlimited since 1980. I have recommended them to many other business owners and all my clients since then. They are the best problem solves with the most intuitive actuaries & plan administrators in the business. President Mindy Gassman and Executive Vice President Mark Fishman are brilliant and have an excellent staff – too many to list here. IF you’re looking for the best, start with them. You won’t go any further.
Thomas V. Satriano, CPA,
Galgas Russell Weber LLP
Knowledgeable, professional and responsive. They listened to our needs and circumstances and designed an approach that was not cookie cutter. Responded to our questions by providing answers that make sense. Would recommend them highly. They have helped to guide the strongest aspect of our overall retirement plan.
Matthew J. Steiner, M.D.,
Steiner Medical Registry, Inc.,
A Medical Corporation
Highly recommended. I have been a client for 15 years and have always been very pleased with the prompt, professional and expert service I have received. I really appreciate that I have never had to worry about whether my financial affairs are in order and in compliance with all requirements.
Michael E. Goren
True professionals. Over the years, they have been able to help maximize contributions to my defined benefit plan and easily handle self-directed investments that I’ve made seamlessly.
David B. Knapp