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 23+ 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.