Areas of Expertise

  • Defined Benefit Administration Services
  • Quality Assurance
  • Plan Knowledge
  • Terminated Vest Buyout Programs
  • Large Volume Processing
  • Knowledge Sharing / Associate Training


Contact Debbie
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475 N. Martingale Road
Suite 900
Schaumburg, IL 60173
Phone: 847.592.6647
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Debbie Perna


Prior to joining the firm in 2009, Debbie worked with Lincoln Financial Group as a Defined Benefit Analyst and has over 24 years of experience working for a large insurance carrier.

As a Consultant, Debbie is proficient in all areas of defined benefit administration processing, specifically handling larger participant populations and the numerous tasks involved. Her expertise includes initiating participant calculations, generating estimates and commencement paperwork, coordinating all aspects of participant distributions with trusts, managing survivor benefits, and interaction with client contacts. Debbie has also been a key contributor to the success of multiple terminated vested buyout programs, improving numerous processes along the way. The efficiencies Debbie has gained throughout the years have been a topic of training for administrative processes in the Chicago office.

What's Your Passion?

I value and enjoy time with my husband and two daughters. When I am not spending time with them, you can find me playing volleyball or scrapbooking family pictures.