Press Release

Andrew Forgrave, Enrolled Actuary at Pinnacle Plan Design, Promoted to Partner

Issued by Pinnacle Plan Design

Jan. 11, 2023

Tucson, AZ – Pinnacle Plan Design, LLC, a national provider of qualified retirement plan design, administration, and actuarial consulting services, announces that enrolled actuary, Andrew Forgrave has been promoted to Partner.

Andrew Forgrave, EA, MSEA, FCA has played a key role in the actuarial practice at Pinnacle, providing excellent actuarial consulting services to clients and advisors nationwide. Forgrave has been in the pension industry for over 20 years. He is an engaged member of the industry, serving as a current member of the American Society of Enrolled Actuaries (ASEA) Leadership Council, as well as volunteering on the advisor committee for the Joint Board of Enrollment for Actuaries. He is also a co-author of the Defined Benefit Answer Book, published by Wolters Kluwer.

“Andrew is a great actuarial partner,” said Lynn Young, partner, and enrolled actuary. “He has experience with a diverse range of plans, is an inventive problem-solver, and knows how to communicate complex issues in an understandable manner.  He brings an added dimension to our firm and delivers superior service to our clients. Pinnacle is honored to have him as a partner.”

“When I had the chance to join Pinnacle Plan Design, I knew I had to seize the opportunity,” said Forgrave. “I am glad I did! My peers have raised me up and challenged me to be the best actuary I could be, and the firm’s collaborative culture is one-of-a-kind. I look forward to carrying that on for our team members, present and future!”

Pinnacle Plan Design, LLC is a national actuarial consulting firm and third-party administrator for employer-sponsored qualified retirement plans. The firm collaborates with employers and their advisors to design and administer retirement plans that achieve retirement plan goals. For more information, visit www.pinnacle-plan.com.

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