Meet Our Team
With 50 experts, including Enrolled Actuaries, Administrators, and Consultants, we have built our reputation on delivering creative, personalized retirement solutions with unparalleled expertise to help our clients meet their retirement goals.
Your Retirement Experts
Actuaries Unlimited by the Numbers
Actuaries Unlimited is set apart by our creative approach to plan design, our deep actuarial expertise, and our unwavering commitment to accurate, personalized service. We proudly employ some of the leading retirement and actuarial experts in California, and in collaboration with our partners at Strongpoint across the country, we are positioned to help you with even the most complex plan challenges so you can reach your retirement goals.
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
Our Leadership Team
-
![Alexandra Walker, Co-President]()
Alexandra Walker
Co-President
-
![Erin Russell, MSPA, CPC, QPA, QKA, Co-President, Enrolled Actuary]()
Erin Russell
Co-President & Enrolled Actuary
-
![Kory Hoertz, Chief Actuary, Partner]()
Kory Hoertz
Chief Actuary & Partner
-
![Brian Gassman, CPA, QKA, Partner, Enrolled Actuary]()
Brian Gassman
Partner & Enrolled Actuary
-
![Yvonne LaFrance, QKA, Enrolled Actuary]()
Yvonne LaFrance
Director of Administration & Enrolled Actuary
-
![Laura Witte, QKC, QKA, Plan Administration Manager]()
Laura Witte
Director of Administration
-
![Linda Thi-Ly, QKC, QKA, Director of Operations]()
Linda Thi-Ly
Director of Operations
-
![Founder, Partner & Enrolled Actuary]()
Mindy Gassman
Founder, Partner & Enrolled Actuary
-
![Founder, Partner & Enrolled Actuary]()
E. Mark Fishman
Founder, Partner & Enrolled Actuary
Making Retirement Work for Everyone
We’re dedicated to delivering exceptional service and creative retirement solutions that help you reach your retirement goals.
We’re committed to exceeding our clients’ expectations, so we invest in education and industry certifications for our employees. As a result, our reputation for service and accuracy is exceptional. Actuaries Unlimited has proudly served our clients with excellence for over 50 years, and our Enrolled Actuaries and Administrators are committed to building lasting relationships focused on achieving the maximum results for you.
To learn more about who we serve, visit our pages for Employers and Trusted Advisors & Recordkeepers.
