Actuaries Unlimited, Inc.

Actuaries Unlimited, Inc. AUI is a third-party pension administration & consulting company with over fifty years of experience in actuarial & retirement benefits services.

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, including administration, compliance, plan documentation, design, consulting, and tax form filing. At Actuaries Un

limited, we service more than 2,600 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 and accounting, real estate, engineering, architecture, business consulting, manufacturing, distribution, and retail. A full service team with decades of experience, the pension professionals at Actuaries Unlimited, Inc. are the go-to retirement planning experts that our clients demand. Alongside our nine in-house Enrolled Actuaries, our staff includes thirty highly-qualified Pension Administrators and a knowledgeable support team to serve you. With Actuaries Unlimited, Inc. you’re never far from the answers you need. Feel free to call or contact us at [email protected]

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ We're sending our warmest wishes to Louis We...
10/30/2024

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚

We're sending our warmest wishes to Louis Weiss, our dedicated Plan Administrator at Actuaries Unlimited, Inc. Here's to you, Louis! We hope your birthday was filled with joy, laughter, and everything wonderful. 🎈

https://www.linkedin.com/feed/update/urn:li:activity:7257412917870923779







πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ We're sending our warmest wishes to Louis Weiss, our dedicated Plan…

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ We're sending our warmest wishes to E. Mark ...
10/30/2024

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚

We're sending our warmest wishes to E. Mark Fishman, our dedicated Partner & Enrolled Actuary at Actuaries Unlimited, Inc. Here's to you, Mark! May your birthday be filled with joy, laughter, and everything wonderful. 🎈

https://www.linkedin.com/feed/update/urn:li:activity:7257397399269105664









🌟 Stay Tuned for Expert Insights from the Retirement Plan Minds at Actuaries Unlimited! 🌟Our monthly newsletter is packe...
10/23/2024

🌟 Stay Tuned for Expert Insights from the Retirement Plan Minds at Actuaries Unlimited! 🌟

Our monthly newsletter is packed with valuable information to help you navigate the world of retirement planning! From avoiding penalties on early 401(k) withdrawals to new updates in pension administration, we cover it allβ€”delivered straight to your inbox.

πŸ“… What’s Coming Up:
In our latest issue, learn how to protect your savings and make informed financial decisions with tips from the experts at AUI.

πŸ”” Don’t Miss Out!
Hit that "Follow" button and be the first to get our insights, strategies, and industry updates designed to keep your retirement goals on track!

Actuaries Unlimited, Inc. | From the Retirement Plan Minds at AUI

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ Today, we're sending our warmest wishes to M...
10/22/2024

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚

Today, we're sending our warmest wishes to Malcolm McBee, QKA, our dedicated Plan Administrator at Actuaries Unlimited, Inc. Here's to you, Malcolm! May your birthday be filled with joy, laughter, and everything wonderful. 🎈

https://www.linkedin.com/feed/update/urn:li:activity:7254568324187987969







πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ Today, we're sending our warmest wishes to K...
10/22/2024

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚

Today, we're sending our warmest wishes to Kevin Kim, our dedicated Plan Administrator at Actuaries Unlimited, Inc. Here's to you, Kevin! May your birthday be filled with joy, laughter, and everything wonderful. 🎈

https://www.linkedin.com/feed/update/urn:li:activity:7254567724075401216













πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ Today, we're sending our warmest wishes to Kevin Kim, our dedicated Plan…

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ Today, we're sending our warmest wishes to S...
10/22/2024

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚

Today, we're sending our warmest wishes to Steve De Stefano, our dedicated Accounts Receivable Specialist at Actuaries Unlimited, Inc. Here's to you, Steve! May your birthday be filled with joy, laughter, and everything wonderful. 🎈

https://www.linkedin.com/feed/update/urn:li:activity:7254566956379316227







πŸŽ‰ Office Closure: Friday, October 18, 2024 πŸŽ‰A huge thank you to our incredible team at Actuaries Unlimited for their har...
10/17/2024

πŸŽ‰ Office Closure: Friday, October 18, 2024 πŸŽ‰

A huge thank you to our incredible team at Actuaries Unlimited for their hard work and dedication in successfully meeting the 10/15 tax deadline! Your teamwork and commitment have been truly outstanding during this busy season. πŸ™ŒπŸ’Ό

As a token of appreciation, our office will be closed on Friday, October 18, 2024, to allow everyone a well-deserved break. Please note that we will resume normal business hours on Monday, October 21.

Thank you for your understanding, and we look forward to continuing to serve you next week!

https://www.linkedin.com/feed/update/urn:li:activity:7252823018186407936

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ Today, we're sending our warmest wishes to J...
10/17/2024

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚

Today, we're sending our warmest wishes to Jennifer Schein, our dedicated Tax Manager at Actuaries Unlimited, Inc. Here's to you, Jennifer! May your birthday be filled with joy, laughter, and everything wonderful. 🎈

https://www.linkedin.com/feed/update/urn:li:activity:7252695325235150848







πŸŽƒ Don’t Get Tricked this Halloween! πŸ‘»Choosing the wrong Third-Party Administrator (TPA) for your retirement plan can tur...
10/17/2024

πŸŽƒ Don’t Get Tricked this Halloween! πŸ‘»

Choosing the wrong Third-Party Administrator (TPA) for your retirement plan can turn into a real nightmare. πŸ§›β€β™‚οΈ From compliance "haunted houses" to "zombie" service providers, we've got the key tips to help you avoid spooky pitfalls and find the right TPA. πŸ’‘βœ¨

πŸ” In this month's newsletter, we’re diving into how to spot a reliable TPA and what questions to ask before making your choice. Don’t let your retirement plan get cursedβ€”stay informed and prepared!

Read more in our October newsletter πŸ“¬

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚ Today, we're sending our warmest wishes to D...
10/07/2024

πŸŽ‰ Let's all join in celebrating a special day for a remarkable colleague! πŸŽ‚

Today, we're sending our warmest wishes to Duy Bui, our dedicated Plan Administrator at Actuaries Unlimited, Inc. Here's to you, Duy! May your birthday be filled with joy, laughter, and everything wonderful. 🎈

https://www.linkedin.com/feed/update/urn:li:activity:7249093820213043200







🌟 New September 2024 Newsletter: How to Avoid the 10% Penalty on Early 401(k) Withdrawals 🌟Planning for retirement is cr...
09/27/2024

🌟 New September 2024 Newsletter: How to Avoid the 10% Penalty on Early 401(k) Withdrawals 🌟

Planning for retirement is crucial, but life sometimes throws curveballs, making accessing your savings early necessary. In this month’s newsletter, we dive deep into strategies for avoiding the 10% penalty on early 401(k) withdrawals. From medical expenses to military service, we cover all the exceptions you need to know to safeguard your future.

Check out our latest article and stay informed on how to protect your retirement! πŸ“

πŸ’‘ Tip: Stay updated by following us for expert retirement planning and pension administration advice.

https://www.linkedin.com/pulse/avoiding-10-penalty-early-401k-withdrawals-actuariesunlimited-0bgcc


πŸŽ‰πŸ₯³ Join us in celebrating a special milestone! πŸŽ‰πŸ₯³ We're thrilled to commemorate Laura Witte, QKC, QKA work anniversary. ...
09/17/2024

πŸŽ‰πŸ₯³ Join us in celebrating a special milestone! πŸŽ‰πŸ₯³

We're thrilled to commemorate Laura Witte, QKC, QKA work anniversary. Your dedication and hard work have been instrumental in our success. Here's to many more years of collaboration and achievement together! 🌟🎈







https://www.linkedin.com/feed/update/urn:li:activity:7241836656545153024

Address

16030 Ventura Boulevard, Suite 320
Encino, CA
91436

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 3:30pm

Alerts

Be the first to know and let us send you an email when Actuaries Unlimited, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Actuaries Unlimited, Inc.:

Share