Actuaries Unlimited works with sole proprietors—dentists, attorneys, physicians—and small business employers across the west coast, building pension plans aimed at minimizing tax liability, maximizing retirement savings, and adding creditor protection. The firm has served clients nationwide for over half a century and has administered more than 3,400 plans.
A staff of over 50, including 40 Retirement Consultants and 10 Enrolled Actuaries, handles plan design and ongoing administration, including ACP/ADP testing ahead of the March 15th deadline and 5500 filings due October 15th. Work centers on personalized client service rather than standardized packages, with plans structured to support employee attraction and retention alongside the tax and savings goals of the business owner.