October Three Consulting Competitors

Actuaries Unlimited, Inc. is a Third-Party Pension Administration (“TPA”) and consulting company that has been in business for over fifty years. Located in Encino, California, Actuaries Unlimited, Inc. provides a comprehensive spectrum in actuarial and retirement benefits consulting services including administration, compliance, plan documentation, design, consulting, and tax form filing.At Actuaries Unlimited, we service more than 2,500 qualified retirement plans (Defined Benefit, Cash Balance, Profit Sharing, and 401(k)) for companies ranging in size from 1 to 500 employees. We primarily work with prominent clients in the entertainment, medical, and legal industries, as well as accounting, real estate, engineering, architecture, business consulting, manufacturing, distribution, and retail.A full service team with decades of experience, the pension professionals at Actuaries Unlimited, Inc. are the go-to retirement planning experts that our clients demand. Alongside our nine in-house Enrolled Actuaries, our staff includes thirty highly-qualified Pension Administrators and a knowledgeable support team to serve you. With Actuaries Unlimited, Inc. you’re never far from the answers you need.

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $13 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service.Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail.Engaging with TRA’s content and communications, such as through website forms, emails, newsletters, and social media, will effectively opt you in to periodically receive future communications and valuable information. These updates may include electronic newsletters, notifications, educational marketing materials, and more, covering retirement plans, planning, and legislative industry updates. To fully ensure your interest in receiving such TRA content, visit https://tra401k.com/content-opt-in.

Acuff & Associates is noted for its relentless attention to detail. We serve as the bridge between the employer, the plan’s financial advisor, and the investment/recordkeeping platform. Since all retirement plans are governed by the Internal Revenue Service and the Department of Labor, this attention to detail is the critical piece of protecting the plan. Failure to meet the rules can result in serious tax consequences for the employer. Acuff & Associates happily assumes the role of “quarterback” or “compliance keeper” in offering the client seamless, efficient administration.Our ultimate job is to make our clients’ plan meet their goals and to help make employees “retirement ready.”Acuff & Associates is an integrated, full-service provider of services that specializes in planning and providing complete, beginning-to-end administration programs for 401(k) and other types of defined contribution plans and pension plans. These services allow clients to enjoy peace of mind through all stages of the process.