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William H. Clark-Shim, FSA, EA, MAAA, CFA

Principal, Consulting Actuary
Portland, OR, US

Tel: +1 503 2270634

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Professional Designations

  • Fellow, Society of Actuaries (2008)
  • Enrolled Actuary, ERISA (2005)
  • Member, American Academy of Actuaries
  • Chartered Financial Analyst

Education

  • BA, Mathematics and Economics, University of Connecticut

Current Responsibility

Will is a principal and consulting actuary in the Portland, Oregon office of Milliman. He joined the firm in 1998.

Experience

Will’s area of expertise is defined benefit pension and retiree medical programs. He serves a variety of corporate, public sector, and multiemployer clients. His assignments include actuarial valuations, financial reporting, cost and liability projections, plan design studies, and plan drafting and administration. He also assists plan sponsors with meeting ERISA requirements for funding and disclosure. Will has particular expertise relating the liabilities created by retirement programs to the funding and investment policies that finance those benefits.

Will’s responsibilities have also covered a broad range of developing practice areas:

  • Following the implementation of GASB 45, Will led the Portland practice in providing retiree medical valuations to dozens of public sector clients.
  • Will has spent significant time studying the investment aspects of actuarial work, and has earned the right to use the Chartered Financial Analyst designation.
  • Will has assisted Milliman’s offices in Seoul and Mumbai on valuations for employee benefit plans.
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman