About Us
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, Kory Hoertz and Brian Gassman 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. Partner, Alexandra Walker, VP of Operations, is instrumental in our office administration. We also employ four 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.
Alexandra Walker
co-president
Alexandra joined Actuaries Unlimited, Inc. in 2001 and currently serves as the Co-President. She previously held the positions of Vice President of Operations, Director of Operations and Operations Manager. Alex’s extensive knowledge and experience in operations have been vital to the success of AUI. She holds a Bachelor of Arts in Business Family and Consumer/Human Sciences from California State University, Northridge. Alex is passionate about finding the right solutions for each problem and improving processes to help the team operate smoothly and efficiently. This solution-based mindset has proven to be a valuable asset to the team, solidifying the reliable services that Actuaries Unlimited, Inc. provides. When she’s not watching her kid’s various sporting events, you can find her listening to country music and hiking with the new family pup.
Erin Russell, MSPA, CPC, QPA, QKA
Co-President, 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 AUI 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.
Kory Hoertz
chief actuary, Partner
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.
Brian Gassman, CPA, QKA
Partner, Enrolled Actuary
Brian is a graduate of the University of Wisconsin-Madison, holding a Bachelor of Business Administration in Accounting. He began his career at an accounting firm, where he obtained his CPA license before joining the family business in 2011 at Actuaries Unlimited, Inc. He is proud to be a third-generation partner. As both an Enrolled Actuary and CPA, Brian is able to utilize his expertise to assist clients with the design and implementation of Defined Benefit, Cash Balance, Profit Sharing and 401(k) Plans, as well as the ongoing annual administration of these retirement plans. When he is away from the office, Brian enjoys working out and learning the ropes of being first-time parents with his wife to their new son, born in late 2022.
MINDY GASSMAN, MSPA, CPC, MAAA
Founder, 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 Founder 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 and grandchildren. She is a long-time fan of the Los Angeles Dodgers and Rams and is currently developing her golf swing.
E. Mark Fishman, MSPA, FCA, MAAA
Founder, 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.
Our Management Team
TK Do, MSPA
Enrolled Actuary
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.
Yvonne LaFrance, QKA
Enrolled Actuary
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.
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.
Alexandro Pinedo, QPA, QKA
Enrolled Actuary
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.
Bianca Stevens, CPC, QPA, QKC, QKA
Plan Administration Manager
Bianca joined AUI in 2005 as a Plan Administrator and has worked in the retirement industry since 2001. In August 2023 she was promoted to Plan Administration Manager. In her free time Bianca enjoys hiking, camping, and bird watching.
Linda Thi-Ly, QKC, 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, to Director of Operations in 2021. 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.
Laura Witte, QKC, QKA
Plan Administration Manager
After earning a Business Management degree from Clemson University, Laura joined the retirement industry as a fresh college graduate in 2010. Laura joined AUI in 2018 as a plan administrator from South Carolina. She was brought on during an acquisition and worked diligently to build the trust and confidence of her client base during the transition. In 2023, she now leads as a Plan Administration Manager. She has led compliance trainings for her peers and has become a helpful and approachable resource to others. She is proud of building strong connections with clients and co-workers and prides herself on being responsive and organized.