Actuaries Unlimited, Inc.

10/30/2024

🎉 Let's all join in celebrating a special day for a remarkable colleague! 🎂

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. 🎈

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

10/30/2024

🎉 Let's all join in celebrating a special day for a remarkable colleague! 🎂

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. 🎈

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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 all—delivered straight to your inbox.

📅 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.

🔔 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

10/22/2024

🎉 Let's all join in celebrating a special day for a remarkable colleague! 🎂

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. 🎈

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10/22/2024

🎉 Let's all join in celebrating a special day for a remarkable colleague! 🎂

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

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

10/22/2024

🎉 Let's all join in celebrating a special day for a remarkable colleague! 🎂

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. 🎈

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10/17/2024

🎉 Office Closure: Friday, October 18, 2024 🎉

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. 🙌💼

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!

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10/17/2024

🎉 Let's all join in celebrating a special day for a remarkable colleague! 🎂

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. 🎈

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10/17/2024

🎃 Don’t Get Tricked this Halloween! 👻

Choosing the wrong Third-Party Administrator (TPA) for your retirement plan can turn into a real nightmare. 🧛‍♂️ 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. 💡✨

🔍 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 cursed—stay informed and prepared!

Read more in our October newsletter 📬

10/07/2024

🎉 Let's all join in celebrating a special day for a remarkable colleague! 🎂

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. 🎈

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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! 📝

💡 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

09/17/2024

🎉🥳 Join us in celebrating a special milestone! 🎉🥳

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! 🌟🎈







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