• Charter Member and former President of the Retirement Administrators and Designers of
  America (RADA)
  
• Charter Member and cofounder of The Alliance Benefit Group a national retirement
  plans administrative and record-keeper firm consisting of 12 consulting firms throughout
  the United States administering approximately 4,000 retirement plans.
  
• Purchased, managed and built a third party administrative firm over a 22 year period
  servicing over 500 employers with more than 50,000 participants. The firm managed
  approximately $1 Billion in assets when it merged with Invesmart, Inc.
  
• Former Regional President, head of East Coast offices and founding firm of Invesmart,
  Inc., a national retirement plan administrative and record-keeper firm managing 4500
  retirement plans servicing over 450,000 participants
  
• Former Chairman of the Healthcare Subcommittee of the Capitol Region Chamber of
  Commerce
  
• Member Institutional Retirement Income Council (iricouncil.org) think tank studying
  income solutions and guarantees for retirement plan participants in conjunction with a
  number of other consulting firms
  
  Over the last 20 years, Clark has addressed numerous organizations including accounting firms
  and the Central Pennsylvania Society of CPA’s quarterly conference. He has also:
  
  
• Been approved as a continuous education speaker in the State of Pennsylvania for
  attorneys and accountants based upon seminars he developed on retirement plan issues
  and tax reforms in the retirement arena.
  
• Member, board of directors Investment Life Insurance Company and Partners Holding,
  Inc (1987-1994), participating in the planning for the company to go public. (Currently
  NFP ticker, NYSE)
  
• Featured speaker at 2000 NFP (National Financial Partners) National Conference
  
• Annual speaker for Retirement Advisors and Designers of America (RADA) on
  retirement plan issues.
  
• Speaking resource in 2002 for several mutual fund families on tax law changes known as
  EGTRA and GUST.
  
• Guest speaker on defined benefit plans for the American Society of Pension Actuaries
  (ASPA) regional conference in Philadelphia.
  
• Former President for Retirement Advisors and Designers of America (RADA), a group of
  25 independent consulting and advisory firms specializing primarily in retirement plans
  

back