E. Mark Fishman

Person

E. Mark Fishman

Firm

Actuaries Unlimited, Inc.

Address

16030 Ventura Blvd., Suite 320, Encino, CA 91436

Phone

(818) 325-8800 x1620

BIO

Owner/Shareholder and Licensed Enrolled Actuary of Actuaries Unlimited, Inc., Mark has been with the company for over 28 years and in the pension administration profession for over 35 years. He is a licensed Enrolled Actuary (EA), Fellow in the Conference of Consulting Actuaries (FCA) and a member in the American Society of Pension Professionals and Actuaries (ASPPA), American Academy of Actuaries (AAA) and College of Pension Actuaries (COPA).  He has taught actuarial classes for ASPPA and has lectured for CPA and CFP Continuing Education Seminars and Conferences.
 
Mark graduated from U.C.L.A. with a Bachelors of Science degree in Mathematics – System Science in 1980 and earned a Masters of Science degree – Applied Mathematics from Loyola Marymount University in 1983.  He has 2 sons and lives in the Sherman Oaks area of Los Angeles.

 

Located in Los Angeles since 1979, Actuaries Unlimited, Inc. (“AUI”) is headquartered in Encino, CA with multiple offices nationwide.  AUI primarily provides design, implementation and administration services for  Defined Benefit Pension Plans, Cash Balance Plans, 401(k) Plans and Profit Sharing Plans sponsored by companies in the entertainment industry, medical, legal and accounting professions as well as real estate, engineering, architecture, business consultants and other professionals.  We also serve the manufacturing, distribution and retail industries.

 

AUI provides a comprehensive spectrum of Third Party Administration (“TPA”) and Actuarial Consulting to more than 2,400 qualified retirement plans for companies ranging in size from one employee to over 100 employees.  Approximately one-half of our clients are Defined Benefit Pension Plans or Cash Balance Plans while the other one-half are Defined Contribution Plans.  Out of our 47 full-time employees, seven (7) are licensed Enrolled Actuaries.  The company’s mission is to provide exceptional and timely service while obtaining some of the most creative results in the pension administration business today.

 

Primary Services

Design, implementation and administration of qualified retirement plans (Defined Benefit Pension Plans, Cash Balance Plans, 401(k) Plans and Profit Sharing Plans

Typical Client Size (Revenues or Employees)

Generally 1-100 Employees

Client Industries

Primarily in the Entertainment, Medical, Legal, Accounting, Engineering, Architecture and Consulting Professions.

Geographical Coverage

U.S.A. – since we're federally licensed

Minimum Fee (if applicable)

N/A

Best Referral Sources

CPA's (especially Business Managers) and Financial Planners (Investment Advisors)