Maria M. Sarli FCA FSA EA

Senior Director, WTW

Contact Information
WTW
5 Concourse Parkway
Atlanta, GA 30328
Phone: 678 684 0782
Email: maria.sarli@wtwco.com
Maria Sarli is WTW’s U.S. Retirement Resource Actuary. In that role, Maria serves as a national resource for consultants, providing consulting and technical review of client projects, analyzing laws and regulations, developing research materials, delivering training on a variety of actuarial and regulatory issues, and helping develop and implement standards, practices and systems for WTW’s Retirement line of business. Maria has more than 35 years of consulting experience and has provided pension, defined contribution, postretirement medical, executive benefits and other related benefit consulting and administration services to a wide range of public companies and professional service organizations. She has deep expertise in benefit design, compliance, valuation, accounting and administration. Maria is a Board of Directors member and current Treasurer of the Conference of Consulting Actuaries and a member of the Pension Committee of the American Academy of Actuaries. She is chair of the Actuarial Standards Board’s Task Force on Assumptions, past chair of the General Committee of the Actuarial Standards Board, and past chair and current member of the EA Meeting Planning Committee. She also serves on the Joint Board’s EA Exam Advisory Committee, represents the Society of Actuaries on the Intersector Committee that meets with the IRS, PBGC and DOL to discuss issues of interest to the profession, and is a member of the Blue Book Committee that works with PBGC to provide informal guidance to actuaries. She is a frequent speaker at meetings of professional organizations. Maria is a Fellow of the Conference of Consulting Actuaries and the Society of Actuaries, an Enrolled Actuary, and a member of the American Academy of Actuaries. She earned a B.A. in mathematics from Rutgers University.
CCA Member Since 1991
Corporate DB/DC Retiree Medical FAS106
Cash Balance Accounting Workgroup
Corporate Qualified Plans Community Steering Committee
Enrolled Actuaries Conference Program Committee
IAA Liaisons
IAA Pension, Benefits, and Social Security Forum
Nominating Committee
Nonqualified Subgroup - Pension Actuarial Resource Committee
Pension Actuarial Resource Committee
Annual Meeting Program Committee
Annual Meeting Registration Task Force
Benefits - 401(k) Investments Committee
Benefits Committee
Board of Directors
Budget and Finance Committee
Bylaws Review Task Force
Committee on Diversity, Equity, and Inclusion
Communications Committee
Communities Committee
Community Sites Terms of Use Task Force
Compensation Committee
Consulting Skills Seminar Task Force
Continuing Education Committee
Council of Committees
Engagement & Volunteerism Committee
Enrolled Actuaries Conference Program Committee
Gray Book 2.0 Task Force
Gray Book Committee
Healthcare Meeting Program Committee
Joint Program Committee for the Enrolled Actuaries Meeting
Leadership Development Steering Committee
Leadership Manual Review Task Force
Membership Committee
Nominating Committee
Publications Committee
Rebranding Task Force
Strategic Planning Committee
Webinar Committee
Website Rebuild Task Force
Welcome Committee for New Members
Wynn Kent Public Communication Award Committee

201 - Orange is the New Gray 2024 CCA Annual Meeting (October 28, 2024)

Dialogue with the Joint Board 2024 Enrolled Actuaries Conference (March 13, 2024)

Best of the Gray, Blue, and Green Books 2024 Enrolled Actuaries Conference (March 12, 2024)

Retirement Lump Sum Need to Knows 2024 Enrolled Actuaries Conference (March 11, 2024)

Late Breaking Developments 2023 CCA Annual Meeting (October 17, 2023)

Dialogue with the Joint Board 2023 Enrolled Actuaries Conference (May 03, 2023)

Required ASOP Disclosures – Practical Applications 2022 CCA Annual Meeting (October 17, 2022)

Actuarial Aspects of Advanced Benefit Administration 2022 Enrolled Actuaries Conference (May 04, 2022)

Closing Presidential Remarks and Emerging Leaders Community Forum with Brent Walder 2020 CCA Virtual Annual Meeting (October 28, 2020)

Modeling and Other Cross-Practice ASOPs 2020 CCA Virtual Annual Meeting (October 26, 2020)

Q&N/As: The Known Unknowns 2019 Enrolled Actuaries Meeting (April 09, 2019)

Nondiscrimination Testing Topics 2018 CCA Annual Meeting (October 23, 2018)

CCA Business Session 2018 CCA Annual Meeting (October 22, 2018)

Proxy and Related Calculations 2017 Enrolled Actuaries Meeting (April 03, 2017)

Nondiscrimination Testing and Proposed Regulations 2016 CCA Annual Meeting (October 26, 2016)

Blue Book and IRC Questions: Ask the Experts 2016 CCA Annual Meeting (October 24, 2016)

Sunday Session: Blue Book and IRC Questions: Ask the Experts 2016 CCA Annual Meeting (October 23, 2016)

An Overview of New IRS Section 430 Regulations 2015 CCA Annual Meeting (October 28, 2015)

Law and Order: Public Plans Division 2015 CCA Annual Meeting (October 26, 2015)

A Second Look at the Gray and Blue Books 2015 CCA Annual Meeting (October 25, 2015)

FICA and Early Inclusion 2015 Enrolled Actuaries Meeting (April 14, 2015)

Discussion of IRS Gray Book Questions and Answers 2015 Enrolled Actuaries Meeting (April 14, 2015)

Hybrid Plan Update Hybrid Plan Update Audio/Webcast (January 14, 2015)

Hybrid Plan Regulations - An Open Mike Discussion 2014 CCA Annual Meeting (October 22, 2014)

A Second Look at the Gray Book 2014 CCA Annual Meeting (October 19, 2014)

Mergers and Spinoff Requirements Under Section 414(l) 2014 Enrolled Actuaries Meeting (March 26, 2014)

Discussion of IRS Gray Book Questions and Answers 2014 Enrolled Actuaries Meeting (March 25, 2014)

The Gray Book 2013 CCA Annual Meeting (October 20, 2013)

Mergers 2013 Enrolled Actuaries Meeting (April 10, 2013)

Discussion of IRS Gray Book Questions and Answers 2013 Enrolled Actuaries Meeting (April 09, 2013)

Again With the Gray Book 2012 CCA Annual Meeting (October 21, 2012)

Discussion of IRS Gray Book Questions and Answers 2012 Enrolled Actuaries Meeting (March 27, 2012)

A Second Look at the Gray and Blue Books 2011 CCA Annual Meeting (October 23, 2011)

PPA Hot Topics PPA Hot Topics (May 11, 2011)

Impact of Installment Acceleration Rules 2011 Enrolled Actuaries Meeting (March 29, 2011)

Discussion of Gray Book & Blue Book Questions and Answers 2011 Enrolled Actuaries Meeting (March 29, 2011)

A Second Look at the Gray and Blue Books 2010 CCA Annual Meeting (October 24, 2010)

Pension Funding Relief Pension Funding Relief (September 14, 2010)

Ramifications of Pension Plan Underfunding 2010 Enrolled Actuaries Meeting (April 13, 2010)

Discussion of IRS Gray Book Questions and Answers 2010 Enrolled Actuaries Meeting (April 13, 2010)

Nondiscrimination Rules – Current Issues 2010 Enrolled Actuaries Meeting (April 12, 2010)

"Check Your WRERA View Mirror" 2009 CCA Annual Meeting (November 02, 2009)

Redesigning Retirement Programs - DC Plans for DB Actuaries 2009 Enrolled Actuaries Meeting (March 31, 2009)

PPA Funding - Benefit Restrictions - Basic 2009 Enrolled Actuaries Meeting (March 30, 2009)