Precise. Trusted. Unlimited.
Our approach is why we are one of the most trusted actuarial firms in the nation, in business for almost 60 years.
Our Vision
To deliver creatively designed retirement solutions, backed by over fifty years of actuarial expertise, that our clients and their people can count on.
Our team holds a breadth of professional certifications, giving us the expertise to handle even the most complex and challenging plan designs. With decades of hands-on experience, we bring both technical precision and creative problem-solving to every client engagement. Our credentialed professionals are equipped to guide you with confidence. Click below to learn more about our certifications and the team behind your plan.
40
Retirement Consultants
10
Enrolled Actuaries
3,400+
Total Plans Administered
Our Services
Thoughtful design. Personalized guidance.
The right expertise and service, with unlimited commitment to your results.
Learn more about our Retirement and Payroll solutions.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
Preparation of government filings
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies eligibility, vesting, contribution, and enrollment strategies
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Traditional Cash balance or Defined Benefit plans
Tired of Age Based plans
Combos 401(k) and Cash Balance options to maximize tax deferred savings
Variable Annuity Plans
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Allows employees to become partial owners of the company through stock allocations
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Employer-funded retirement plans where contributions are discretionary
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Tax-advantaged retirement savings plan for employees of public schools, non-profits, and certain religious organizations, allowing them to invest pre-tax income for retirement
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Payroll Processing
Time System and Integrated Workforce Management
Mineral HR-OnDemand
Benefits Administration
Accrual Tracking
Our Mission
To make retirement work for everyone by being the most creative, experienced, and trusted actuarial and retirement planning partner for our clients.
To learn more about our experience, creative plan designs, and how we can help you and your clients reach their retirement goals, visit Our Services.
Our Values
How We Serve You:
Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
Our Story
Decades of dedication and trusted expertise.
For over 50 years, we have proudly delivered creative, personalized retirement solutions, building a trusted reputation for accuracy and client-first service. Our deep community roots and unparalleled actuarial expertise form a strong foundation for the way we work, while our national resources ensure we are equipped to tackle any challenge.
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Actuaries Unlimited is founded.
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AUI acquires PRB Administrators Incorporated, adding 700 plans to the firm.
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Alexandra Walker and Erin Russell are elevated to the roles of Co-Presidents.
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AUI joins Strongpoint Partners, a tech-enabled financial services platform that provides third party retirement administration, recordkeeping, and integrated payroll and HR technology solutions for small and medium-sized businesses.
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![Scenic coastal landscape with ocean, cliffs, and houses on hillside under a clear sky, with the year 2026 overlaid in large white text.]()
AUI expands with the strategic acquisition of Liden, Nestle, Soled & Associates (LNS).
Since 2025
Actuaries Unlimited is a proud Strongpoint Partner.
As a Strongpoint Partner, AUI is a part of the most trusted, knowledgeable and customer-centric retirement platform for small and medium-sized businesses.
