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.
• 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..

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.

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