About the Speakers
Michael Clark is Agilis’s Chief Commercial Officer based in the company’s Denver office. In his role he coordinates all of the company’s business development and marketing efforts and represents the firm to the external market. In addition to his Chief Commercial Officer role, Michael consults on all aspects of financial risk management for Agilis’s clients including for defined benefit plans, retiree medical plans, and defined contribution plans. He also has led numerous clients through pension risk transfers as well as other complex, strategic pension projects including plan terminations. 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 is also President of the Western Pension & Benefits Council – Denver Chapter, and the Executive Director of the International Association of Consulting Actuaries.

Bill Mischell is a Managing Director in Agilis’s New York Office. As a consulting actuary, Bill supports clients in all aspects of their retirement programs, including defined benefit, defined contribution, and other post-employment benefit (OPEB) plans. He consults with clients to develop strategies to reduce costs and manage risk, including plan design, annuity placements, plan terminations, and other de-risking strategies. His areas of expertise include deferred compensation and nonqualified retirement plans, including Section 409A of the Internal Revenue Code, accounting (US and International), mergers and acquisitions, retiree medical plan funding strategies, SEC reporting, and compliance. Prior to joining Agilis in 2023, Bill was a Senior Partner at Mercer, a global consulting firm, where he led client engagements for Fortune 100 companies. Bill is an Enrolled Actuary under ERISA. He has a BS in Math and a BA in Economics from Queens College, CUNY.
Michael Clark is Agilis’s Chief Commercial Officer based in the company’s Denver office. In his role he coordinates all of the company’s business development and marketing efforts and represents the firm to the external market. In addition to his Chief Commercial Officer role, Michael consults on all aspects of financial risk management for Agilis’s clients including for defined benefit plans, retiree medical plans, and defined contribution plans. He also has led numerous clients through pension risk transfers as well as other complex, strategic pension projects including plan terminations. 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 is also President of the Western Pension & Benefits Council – Denver Chapter, and the Executive Director of the International Association of Consulting Actuaries.

Stacy Schaus is Founder and CEO of the Schaus Group LLC, an independent consulting firm dedicated to serving retirement plan fiduciaries. She is also an Independent Board Member for the BNY Mellon ETF Trust, the past chair of the Employee Benefit Research Institute, an advisory board member for a London-based impact investment management firm, and an editorial board member for The Journal of Retirement and the Retirement Management Journal. Previously, Ms. Schaus served in a number of executive roles at PIMCO, Hewitt Associates and Merrill Lynch Capital Markets. She has published 11 books on defined contribution and investment management, including Successful Defined Contribution Investment Design (Wiley 2017). Ms. Schaus holds an MBA in Finance/International Business from the Stern School of Business at New York University and an undergraduate degree from the University of California, Santa Barbara. She is a Certified Financial Planner professional, Chartered SRI CounselorSM, and Certified Plan Sponsor Professional.

Greg is based in Washington, DC and leads Alight’s public policy efforts related to defined contribution plans. In this role, Greg tracks legislative and regulatory developments in Washington and works with Alight’s leadership team in forming our point of view on this activity. Further, Greg keeps both our colleagues and our customers informed as to how the activity in Washington may impact them. Previously, Greg spent a decade as the Executive Director of the Federal Retirement Thrift Investment Board (FRTIB) and the Managing Fiduciary of the Thrift Savings Plan (TSP). The FRTIB is the Federal Agency that administers the TSP, which is the defined contribution plan for the employees of the U.S. Government. The TSP has approximately 5 million participants and $500 billion in assets. Prior to working for the Federal government, Greg spent seven years with State Street Bank helping to run the multiple employer plan sponsored by the American Bar Association. The ABA Retirement Program helps 3,000+ small law firms pool their $3 billion in assets to achieve impressive economies of scale. Before State Street, Greg spent 6 years with Putnam Investments where he served as a Regional 401(k) Director. Greg holds an MBA from the Massachusetts Institute of Technology in Cambridge, MA and a Bachelor of Arts degree from Saint Anselm College in Manchester, NH.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.