David E. Forbes

Dave has more than 30 years of experience in consulting with not-for-profit and corporate clients on their benefits programs, including multi-employer plans, medical and life insurance plans, and supplemental plans for executives. He provides advice on a wide range of topics, including U.S. and international accounting, funding issues, experience studies, plan redesign (including cash balance plan conversions), mergers and acquisitions, plan terminations, and window programs. Other significant experience includes plan documents, modeling of projected plan liabilities and costs, compliance with nondiscrimination testing requirements, benefit calculation systems, and benefits administration.