Andrew Forgrave, EA, MAAA, MSPA, FCA

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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.


  • 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


  • Enrolled Actuary (EA)
  • Member, American Academy of Actuaries (MAAA)
  • Member, Society of Pension Actuaries (MSPA)
  • Fellow, Conference of Consulting Actuaries (FCA)


  • 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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