Actuaries Unlimited, Inc. is a third-party pension administration and consulting company that has been in business for nearly fifty years. Located in Encino, California, Actuaries Unlimited, Inc. provides a comprehensive spectrum in actuarial and retirement benefits consulting services including administration, compliance, plan documentation, design, consulting and tax form filing.

We service more than 2,400 qualified retirement plans (Defined Benefit, Cash Balance, Profit Sharing and 401(k)) for companies ranging in size from 1 to 500 employees. We primarily work with prominent clients in the entertainment, medical, and legal industries, as well as accounting, real estate, engineering, architecture, business consulting, manufacturing, distribution and retail.

Retirement Plan Design

We take the time to work with our clients and their advisors to tailor new plan designs to fit their unique needs. Our plan design team is one of the most creative in the business. We think outside the box. Our goal is always to devise new and adaptive strategies to bring our clients’ tax savings. Already have a qualified plan? No problem! We’d love to show you how a creative, efficient re-design can boost your retirement strategy.

Our plan designs include:

  • Defined Benefit Pension Plans
  • Cash Balance Pension Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Money Purchase Pension Plans

Administration Services

Like any other investment strategy, maintaining a qualified retirement plan takes know-how. At Actuaries Unlimited, Inc., our plan administrators guide you through every step of the process. We complete annual valuations of your plan along with the yearly employee reports and notices, election forms and tax filings required to maintain compliance with Internal Revenue Service and Department of Labor regulations.

Our administrative services include:

  • Plan Document
  • Summary Plan Description
  • IRS Submission
  • Actuarial Valuation and Comprehensive Report
  • Individual Benefit Statements
  • Summary Annual Report
  • Annual Funding Notice
  • IRS Form 5500 and Related Schedules
  • Actuarial Certification (Schedule SB and AFTAP)
  • PBGC Forms and Certification
  • Pension Accounting Disclosure Requirements

Distributions & Other Plan Services

AUI provides plan services that go far beyond the annual filings. From inception to termination, we’ve got you covered. We provide the plan and trust documents and any necessary plan amendments or restatements. We prepare the required paperwork for distributions and the associated tax filings. We work with employers to establish beneficiary designations. And if the time comes that a retirement plan no longer fits your business strategy, we make sure that the plan is terminated appropriately and promptly.

Our Distributions and Other Plan Administration Services include:

  • Plan Document
  • Summary Plan Description
  • Minimum Required Distributions
  • IRS Forms 1099-R
  • IRS, DOL and PBGC Plan Audits
  • Resolving Compliance Issues
  • Plan Mergers
  • Plan Terminations