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Are traditional retirement vehicles on their way out? With the advent of Pooled Employer Plans, employers are finding it easy to offload almost all their day-to-day duties with their retirement plan including much of their fiduciary risk. What’s more is that in many instances there is the opportunity for fee savings, both direct and indirect. Our presentation will provide you with all the reasons why Pooled Employer Plans may be in your best interest.
Speaker:Michael Clark, Managing Director and Consulting Actuary with Agilis
In his role he consults on all aspects of financial risk management for defined benefit plans, defined contribution plans, and retiree medical plans. Michael leads Agilis’s business in the West as well as Business Development and Marketing for the US. Prior to joining Agilis in 2013, Michael worked for Mercer as well as October Three. He is a Past President of the Conference of Consulting Actuaries and continues to provide leadership to several committees and is the host of the CCA’s Leadership Development podcast. He also participates in the leadership of the Western Pension & Benefits Council – Denver Chapter. Michael is a frequent speaker at industry and professional association conferences on the topics of pension risk management, pension plan administration, and Pooled Employer Plans. He has had several articles published in major trade magazines, is regularly quoted in retirement-related articles, and has appeared on Bloomberg Radio. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Chartered Financial Analyst charter holder, a Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. Michael graduated magna cum laude from Brigham Young University with a BS in Statistics. |
Date:
September 13, 2023 Time: 11:30 am - 12:30 pm Location: Virtual Cost: $20 Registration: Click here to register and pay.
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