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New Partner Named at Actuaries Unlimited, Inc.

Actuaries Unlimited, Inc. Breaking News New Partner Named at Actuaries Unlimited, Inc. Actuaries Unlimited, Inc. welcomes newest Partner, Kory Hoertz       by Actuaries Unlimited, Inc on July 1, 2021 Actuaries Unlimited, Inc. (“AUI”), the go-to...

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Cycle 3 Restatements Frequently Asked Questions

1. Why do I need to do this? A: Approximately every six years, the IRS requires that plan documents be restated. Cycle 3 changes were passed by Congress and IRS Regulations require that in order for a plan to maintain its qualified tax exempt status, the provisions of Cycle 3 must be included in...

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