Unlimited Expertise. Unmatched Peace of Mind.
Where Precision Meets Prestige
Our Mission
Making retirement work for everyone.
Actuaries Unlimited is proud to be Los Angeles' premier actuarial firm, delivering expert pension design, administration, and consulting to clients nationwide for over half a century. Our team is comprised of over 50 experts, including 40 Retirement Consultants and 10 Enrolled Actuaries, and we have built our reputation on delivering personalized client service and customized, results-driven solutions to our clients that help them reach their retirement objectives and enjoy long-term financial success.
Making Retirement Work for Everyone
Personal design.
Local service.
National resources.
At Actuaries Unlimited, we combine an unparalleled depth of expertise with the national scale and resources of Strongpoint Partners, giving our clients the best of both worlds. From sole proprietors like dentists, attorneys, and physicians seeking solutions such as a 401(k) or Cash Balance Plan, to employers across the west coast’s small business community, our team designs strategies tailored to your goals. The result?
Minimized tax liability, maximized retirement savings, stronger employee attraction and retention, and reduced risk through creditor protection.
40
Retirement Consultants
220+
New Plan Designs / Year
$3B+
Assets Under Management
10
Enrolled Actuaries
16+
Avg. Years of Design Specialist Tenure
3,400+
Total Plans Administered
Strongpoint By the Numbers
Backed by Strongpoint’s national infrastructure and resources, so we can meet any challenge.
375+
Retirement
Consultants
~1,000
New Plan Designs
Per Year
32K+
Total Plans
Administered
$54B+
Assets Under
Management
~9.5
Avg. Years of
Client Tenure
35+
Avg. Years of Design
Specialist Tenure
How We Serve You
Plan without limits. Retire without worry.
Every organization approaches its retirement plan from a unique perspective. Employers are focused on attracting and retaining top talent, while employees are working toward a secure, timely retirement. At the same time, HR teams are tasked with managing complex fiduciary responsibilities and navigating evolving DOL and IRS regulations. At Actuaries Unlimited, we know there’s no one-size-fits-all solution. We begin by understanding your goals and priorities, then tailor our approach to align with what matters most to you. With our team handling the complexities of compliance, you’re free to focus on leading and growing your business.
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![Actuaries Unlimited focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
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![Actuaries Unlimited focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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![Actuaries Unlimited focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline, we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
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![Actuaries Unlimited focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500s filed, signed, and complete by October 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. Through November and December, we run year-end projections, modeling projected contribution ranges so clients can plan for taxes before the plan year closes. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
For Our Trusted Partners
We value and prioritize our partnerships with Financial Advisors and Recordkeepers.
Great client outcomes begin with a strong, collaborative team. When advisors, recordkeepers, and third-party administrators align with shared values, such as transparency, precision, and a client-first mindset, no retirement challenge is too complex to tackle. At Actuaries Unlimited, we deliver our greatest impact through trusted partnerships, where we can lean into technical complexities and design solutions tailored to each client’s unique needs. Let’s connect and explore how we can work together to elevate your clients’ success.
