by Alexandra Walker | Jul 7, 2023 | Uncategorized
Have you ever wondered how you could supercharge your retirement savings? Are you a business owner looking for a way to accelerate your retirement savings and attract and retain top talent in today’s competitive job market? Actuaries Unlimited, Inc. is a Third...
by Alexandra Walker | Jun 8, 2023 | Uncategorized
Determining whether a Cash Balance Plan is suitable for your Company means considering many factors. Your business goals, financial circumstances, and employee demographics all play a role in this decision. However, there are several factors that you should ponder,...
by Alexandra Walker | May 5, 2023 | Uncategorized
All the usual signs are there: Birds serenade us during walks to our favorite weekend lunch spot. Flowers fill the senses with fragrance and color.Bike riders cruise past the window throughout each day.Lawn mowers are humming in the distance…and BASEBALL!!!...
by Alexandra Walker | Apr 6, 2023 | Uncategorized
What is a Cash Balance Plan? A type of defined benefit plan that looks like a defined contribution plan, such as a 401(k). Instead of a statement showing their promised benefit in the form of a monthly annuity beginning at a future date, like in a traditional defined...
by Alexandra Walker | Mar 6, 2023 | Uncategorized
Managing a qualified retirement plan can be challenging, especially when it comes to compliance with complex rules and regulations. Here are some common mistakes for Plan Sponsors to avoid when managing a qualified retirement plan: Not properly updating plan...
by Alexandra Walker | Feb 14, 2023 | Uncategorized
Actuaries Unlimited, Inc., the go-to retirement planning firm based in Encino, California, is pleased to announce the promotion of two esteemed employees to the role of Partner. Brian Gassman, Enrolled Actuary, CPA, QKA, and Alexandra Walker, Vice President of...
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