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Willig, Williams & Davidson

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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.

People

  • Deborah M. LernerDeborah M. Lerner

    Partner

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  • Philadelphia
  • Harrisburg
  • Haddonfield
  • Jenkintown
  • Chicago
  • 215.656.3600
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