Andrew Forgrave

Andrew ForgraveEA, MSEA, MAAA, FCA

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 his fellow actuaries at Pinnacle, authored the 2016-2020 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.

Publications

  • Author of the 2016-2020 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 Erolled Actuaries (MSEA)
  • Member, American Academy of Actuaries (MAAA)
  • 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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