Andrew ZimnyDirector of Actuarial Services

areas of expertise
  • Consulting on technical Issues regarding all types of Qualified Plans with particular emphasis on Defined Benefit Pension Plans, Cash Balance Plans, 401k Plans and Profit Sharing Plans.
  • Designing, installing, and administering Qualified Plans.
  • Actuarial Certification regarding Defined Benefit Plans including minimum funding requirements, maximum deductibility rules, Financial Accounting Standards calculation and Certified Reporting under ASC 715.
licenses and certificates
  • Member of the American Academy of Actuaries
  • Member of the America Society of Pension Professionals and Actuaries
  • Certified Pension Consultant
educationAndrew Zimny, MAAA MSPA CPC
  • Clark University, B.A.
  • The American College of Financial Services – Graduate Course Work – Advanced Pension Planning
  • Adelphi University – Paralegal Certification Employee Benefit Law
  • Joint Board for Enrollment of Actuaries – Enrolled Actuary, 1985
  • American Society of Pension Professionals and Actuaries – Member since 1985, Certified Pension Consultant since 1982
  • American Academy of Actuaries – Member since 1986

Andy has been Director of Actuarial Services at Creative Plan Designs since 2012. He has been an enrolled actuary since 1985. Prior to joining Creative Plan Designs, he worked as Director of Actuarial & Consulting Services at Geller Group LLC and prior to that he served as Vice President of Schloss & Co. Andy has served on the Board of the ASPPA New York Benefit Counsel and is a member of their Legislative Affairs subcommittee.

CPD – Throughout the years we have been able to perfect our process. We are experts, let us prove it to you.

He has also spoken at professional seminars for CPAs, investment professionals, and pension practitioners. Andy has published articles regarding qualified plan issues in Legal Management Magazine and the Journal of Compensation and Benefits and has been a contributor to the online Monthly Journal of the American College of Pension Actuaries.

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    My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

    Mitchell Wolk
    Owner, Mitchell Wolk

    Retirement Planning cannot be managed by an 800#. Retirement Plans require personal review and consultations from experienced accredited Retirement professionals. Ron Stair represents one of those Retirement professionals, he is an endangered species of “Best Minds In Retirement Industry“!

    Carol Lawton, CEBS, AIF
    Vice President, RetireWell Administrators, Inc.

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