Andrew Forgrave

Andrew ForgraveEA, MSEA, FCA

Defined Benefit Answer Book Author

Andrew Forgrave became a Partner in January of 2023. He focuses on the design, implementation and ongoing administration of defined benefit plans. As an enrolled actuary, Andrew specializes in actuarial consulting and third-party administration of defined benefit retirement plans. His 25+ years of retirement plan experience make him a valuable asset to the Pinnacle team. Andrew, along with his fellow actuaries at Pinnacle, authored the 2016-present Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.

Publications

  • Author of the 2016-present Editions of the Defined Benefit Answer Book, published by Wolters Kluwer

Areas of Specialty

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • Combination Plans

Certifications/Designations

  • Enrolled Actuary (EA)
  • Member, Society of Enrolled Actuaries (MSEA)
  • Fellow, Conference of Consulting Actuaries (FCA)

Education

  • Brigham Young University, Bachelor of Science

Professional Associations and Activities

  • American Academy of Actuaries
  • Member Advisory Committee to the Joint Board for the Enrollment of Actuaries
  • Leadership council American Society of Enrolled Actuaries (ASEA, formerly ACOPA)
  • Technical editor Plan Consultant Magazine
  • Member Life Income Task Force
  • Planning Committee and Chair ASPPA Chicago Symposium

Contact Andrew Forgrave

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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