Joseph C. Anzalone FCA FSA EA

Managing Director, Agilis

Contact Information
450 Lexington Avenue
C/o WeWork
New York, NY 10017-3904
Joe Anzalone is a Managing Director at Agilis, in their New York City office. Joe helps his clients with many aspects of their defined benefit and defined contribution retirement plans, including design, compliance, financial risk management, and administration. Joe has worked in the field for over 15 years, and consults on areas such as plan terminations, pension risk transfer, liability-driven investing, and bespoke pension risk management strategies. Joe joined Agilis in 2018, having previously worked at Mercer. Joe is a Fellow of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries, a CFA® Charterholder, and an Enrolled Actuary. Joe graduated from Columbia University with a BA in Mathematics and Economics.
CCA Member Since 2019
Corporate DB/DC Retiree Medical FAS106
R Training

302 - Hedging Pension Liabilities 2023 CCA Annual Meeting (October 16, 2023)

Plan Termination Consulting and Considerations 2023 Enrolled Actuaries Conference (May 03, 2023)

ARPA and Single Employer Pension Plans 2021 CCA Annual Meeting (October 26, 2021)

Single-Employer Pension Funding Relief (Again) 2021 Enrolled Actuaries Conference (May 07, 2021)

Interactive Ethics 2020 CCA Virtual Annual Meeting (October 20, 2020)

Single-Employer Plan Funding Rules Refresher Single-Employer Plan Funding Rules Refresher Webinar (May 13, 2020)

Not Your Average Plan Termination Session 2019 CCA Annual Meeting (October 29, 2019)