Andrew Forgrave, EA, MAAA, MSPA, FCA

vCard | aforgrave@pinnacle-plan.com

Defined Benefit Answer Book Author

Andrew Forgrave 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 18+ years of retirement plan experience make him a valuable asset to the Pinnacle team. Andrew, along with fellow actuaries Sheri Alsguth, Lynn Young and Kevin Donovan, authored the 2016-2019 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.

Publications

  • Author of the 2016-2019 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, American Academy of Actuaries (MAAA)
  • Member, Society of Pension Actuaries (MSPA)
  • 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 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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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