Michael S. Clark FCA MAAA FSA EA CFA

Managing Director, Agilis

Contact Information
Agilis
130 Turner Street
Bldg 3, Suite 510
Waltham, MA 02453
US
Phone: 781-373-6922
Email: michael.clark@agilis.llc
Michael Clark is a Managing Director and Consulting Actuary at Agilis with experience consulting on all types of corporate retirement plans from defined benefit pension plans to 401(k) plans. He specializes in liability management, investment strategies, strategic planning, and good governance and compliance. At Agilis, Michael heads up the firm’s operations in the west as well as business development in addition to his consultant and client management responsibilities. Michael has written numerous articles published on his company website as well as trade publications. He is also a frequent speaker on industry webinars and conferences on topics ranging from pension plan de-risking, investment strategies, interest rates, and leadership topics. He also hosts a leadership development interview series for the Conference of Consulting Actuaries (CCA). Michael served as the President of the CCA (2019-2020) following a term as President-Elect and served on the Board of Directors from 2016-2022. He has participated on the CCA’s Membership Committee (2010-2017), Annual Meeting Committee (since 2014), Strategic Planning Committee (2016-2019), Chair of the Communications Committee (2015-2022), and on the Leadership Development Community Steering Committee (since inception). He is a Board Member of the Denver Chapter of the Western Pension & Benefits Council and the International Association of Consulting Actuaries. He is a Fellow of the Conference of Consulting Actuaries, a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and an Enrolled Actuary. He is also a CFA Charterholder and has his Series 3 license. Michael graduated magna cum laude from Brigham Young University with a B.S. in Statistics (actuarial science emphasis).

Connections:

CCA Member Since 2010
Corporate DB/DC General Management Investment Retiree Medical FAS106 Strategic Planning
Annual Meeting Program Committee
Budget and Finance Committee
Committee on Diversity, Equity, and Inclusion
Enrolled Actuaries Conference Program Committee
IAA Liaisons
Leadership Development Steering Committee
Webinar Committee
Annual Meeting Program Committee
Annual Meeting Registration Task Force
Benefits - 401(k) Investments Committee
Benefits Committee
Board of Directors
Budget and Finance Committee
Bylaws Review Task Force
Charitable Giving Task Force
Committee on Diversity, Equity, and Inclusion
Communications Committee
Communities Committee
Compensation Committee
Continuing Education Committee
Council of Committees
E and O Insurance Program Oversight
Engagement & Volunteerism Committee
Enrolled Actuaries Conference Program Committee
Exam Prep Task Force
Healthcare Meeting Program Committee
Joint Program Committee for the Enrolled Actuaries Meeting
Leadership Manual Review Task Force
Membership Committee
Nominating Committee
Professionalism Committee
Public Plans Community Steering Committee
Rebranding Task Force
Revenue Task Force
Strategic Plan Task Force
Strategic Planning Committee
Webinar Committee
Website Rebuild Task Force
Welcome Committee for New Members
Wynn Kent Public Communication Award Committee

603 - Communicating Actuarial Results 2024 CCA Annual Meeting (October 30, 2024)

209 - Interest Rates? 2024 CCA Annual Meeting (October 28, 2024)

Assessing Fiduciary Obligations for Pension Risk Transfers Assessing Fiduciary Obligations for Pension Risk Transfers Webinar (May 08, 2024)

What Pension Actuaries Need to Know About Investments (Asset Classes) 2024 Enrolled Actuaries Conference (March 13, 2024)

Plan Termination Lessons Learned and Looking Forward 2024 Enrolled Actuaries Conference (March 11, 2024)

Capital Market Update and Economic Assumptions in a Changing Environment 2024 Enrolled Actuaries Conference (March 11, 2024)

LinkedIn Logic – How to Build and Sustain Powerful Connections LinkedIn Logic – How to Build and Sustain Powerful Connections Webinar (January 10, 2024)

Improving Actuarial Reports and Communications 2023 CCA Annual Meeting (October 18, 2023)

Leadership Development Community Forum 2023 CCA Annual Meeting (October 17, 2023)

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

What's New in the Annuity Purchase Market? 2023 CCA Annual Meeting (October 16, 2023)

New Issues in DC Plans 2023 Enrolled Actuaries Conference (May 05, 2023)

Settling Pension Liabilities 2023 Enrolled Actuaries Conference (May 05, 2023)

Plan Terminations - Understanding the Investment Considerations 2022 CCA Annual Meeting (October 17, 2022)

Develop and Use Your Personal Brand - A Leadership Development Community Luncheon Forum 2022 CCA Annual Meeting (October 17, 2022)

In the Weeds on LDI 2022 CCA Annual Meeting (October 17, 2022)

Retirement Policy Landscape 2022 Enrolled Actuaries Conference (May 06, 2022)

Standard Plan Terminations - The Process 2022 Enrolled Actuaries Conference (May 06, 2022)

Economic Assumptions in a Changing Environment 2022 Enrolled Actuaries Conference (May 04, 2022)

Assumed Rates of Return and Discount Rates in a Low-Yield Market Assumed Rates of Return and Discount Rates in a Low-Yield Market Webinar (February 23, 2022)

A Changing World: Post-COVID Workplace Trends A Changing World: Post-COVID Workplace Trends Webinar (January 12, 2022)

Leadership Development Community Forum: Putting the "I" in DE&I 2021 CCA Annual Meeting (October 26, 2021)

Lessons Learned from Plan Terminations 2021 CCA Annual Meeting (October 26, 2021)

EA Survivor (Function) 2021 CCA Annual Meeting (October 25, 2021)

Assessing Pension Investment Strategies in Today's Environment 2021 CCA Annual Meeting (October 25, 2021)

Annuity Purchase Revolution 2021 CCA Annual Meeting (October 25, 2021)

Ethics 2021 Enrolled Actuaries Conference (May 07, 2021)

De-risking - Lessons Learned, New Ideas on the Horizon 2021 Enrolled Actuaries Conference (May 07, 2021)

Investment Strategies - Looking Backward to Move Forward 2021 Enrolled Actuaries Conference (May 03, 2021)

ASOPs – Refresher and Recent Updates ASOPs – Refresher and Recent Updates Webinar (December 02, 2020)

Closing Presidential Remarks and Emerging Leaders Community Forum with Brent Walder 2020 CCA Virtual Annual Meeting (October 28, 2020)

Social Security - What You Need to Know 2020 CCA Virtual Annual Meeting (October 28, 2020)

The Masked EA: America's Got EA Talent 2020 CCA Virtual Annual Meeting (October 26, 2020)

An Aging Workforce: Cost vs Value 2020 CCA Virtual Annual Meeting (October 21, 2020)

Business Session With Keynote Speaker Dr. Tasha Eurich 2020 CCA Virtual Annual Meeting (October 19, 2020)

De-risking Trends in Private and Public-Sector Retirement Programs De-risking Trends in Private and Public-Sector Retirement Programs Audio/Webcast (December 05, 2018)

Preparation for a Successful Plan Termination 2018 CCA Annual Meeting (October 22, 2018)

An In-Depth Look at Annuity Purchases 2017 CCA Annual Meeting (October 24, 2017)

Plan Administration Compliance 2016 CCA Annual Meeting (October 26, 2016)

Keys to a Successful DC Program 2016 CCA Annual Meeting (October 26, 2016)

Working with the PBGC: Current Issues 2015 CCA Annual Meeting (October 28, 2015)

Not-for-Profit Retirement Plans 2015 CCA Annual Meeting (October 27, 2015)

Pension De-Risking: New Frontiers 2015 CCA Annual Meeting (October 27, 2015)

Fiduciary Responsibility - Dealing With the Threes: 3 (16), 3 (21), 3 (38) 2015 CCA Annual Meeting (October 26, 2015)

Alternative Derisking Through Plan Design 2014 CCA Annual Meeting (October 22, 2014)

US Pension Investments in Non-US Securities 2013 CCA Annual Meeting (October 23, 2013)

Hybrid Plan Rules & Market Rate of Return 2013 CCA Annual Meeting (October 22, 2013)