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Deborah Lerner Experience

Assisted Trustees in developing policy and procedures to locate missing participants to whom benefits
are owed.
Developed a Request for Proposal for Administrative Services for several clients who needed to change administrators. The Proposal ensured that clients look at all aspects of necessary services, review current practices of proposed administrators, contact current and prior clients to learn more
detailed information about the potential administrators, ensure that the administrator is bonded and has adequate insurance and otherwise is capable of performing at a necessary level.
Provide introductory information for new Trustees of benefit plans so that they understand their legal obligations in performing their duties.

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Deborah M. Lerner
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Philadelphia
Harrisburg
Haddonfield
Jenkintown
Chicago
215.656.3600

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