Marisa Boone Email & Phone Number

Arlington, Va

• Responsible for easing the amendment process for a national association’s multiple employer Defined Benefit and 401(k) Plans.• Ensures retirement program changes complies with both Federal and State regulations and the association’s policies.• Provides excellent customer service to internal and external clients by providing analytical and technical support. Counsels Employers about their retirement programs.• Works closely with Actuarial and Legal Compliance staff in preparing defined benefit plan proposals for past service liabilities, benefit upgrades, and special retirement offers.• Facilitates the adoption of accepted proposals leading the implementation process by coordinating inputs from various departments to ensure that all systems are appropriately updated and the payment for past service liabilities is documented and settled.• Served as a subject matter expert during the DB Plan administration system conversion. Provided insight during the design stage and created test case scenarios for User Acceptance Testing and End-to-End Testing. Provided analytical support when tests failed and adaptation needed.

Alexandria, Virginia

• Performed analytical and advisory functions concerning the day to day administration of the City’s three defined benefit and two defined contribution retirement plans. • Provided advanced-level retirement counsel and service to employees, retirees and other beneficiaries. • Investigated discrepancies and claim issues with third party administrators ensuring that the resolution was accurate and correctly reflected in the City’s systems of record.• Assisted with managing annual projects such as the Retirement Seminar and Annual Benefit Statements by selecting and scheduling speakers and venues, auditing data and correcting errors• Researched topics to develop policy recommendations or identify the financial impact of changes in Plan designs• Determined eligibility for various defined benefit and defined contribution Plans features, calculating benefit options, making adjustments to benefit amounts, and completing the retirement process, and making adjustments after retirement such as COLA and “step-up” benefits• Conducted group new hire orientation sessions and individual benefit reviews creating the design for materials distributed in orientations.

Alexandria, Virginia

• Assisted Pension Administrator with the set up of a new hybrid retirement plan. • Assisted in the transition for retirement plan administration from the personnel division to the finance division. • Supported Pension Administrator with Public Safety elections for Pension Board. Established procedures for invoice payment. • Counseled employees on retirement provisions, distributed paperwork, and reviewed applications for completeness before submitting them to Plan Administrator for authorization.

Ma, Hrm

Bachelor Of Arts (B.A.), Humanities/Humanistic Studies