Actuaries Unlimited, Inc. by The Numbers

1970 – Actuaries Unlimited, Inc. (AUI) started by current partner Mindy Gassman’s father and two others. Today, there are 4 partners in the firm including Mindy Gassman, E. Mark Fishman, Erin Russell, and Kory Hoertz. We have 9 Enrolled Actuaries on our roster,...

Summertime Checklist

Mow the lawn  ✔ Clean out the gutters  ✔ Wash the car  ✔ Sweep out the garage  ✔ BBQ with family & friends  ✔ Set up Cash Balance Pension Plan for clients   Speak with Actuaries Unlimited, Inc. today about how a Cash Balance plan can accelerate your clients’...

Actuaries Unlimited, Inc. Delivers

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...

Awesome Cash Balance Plan Candidates

I’ve taken up a few pages in recent blog posts and other marketing messages discussing the advantages and other very cool aspects of Cash Balance Plans for business owners.• Do they provide those owners with another tax deduction off their taxable income? Yep, they...

3 Very Cool Things about Cash Balance Plans 

Let’s be honest. There’s nothing about the subject of retirement plans that will ever be described as a “cool” topic of conversation. However, since we all eventually are faced with finding a way to pay for our years of living after we leave the workforce; learning...