Bill Berger

Director, Owner Reunification Practice Leader

Bill brings over 30 years of expertise in escheat compliance, retirement plan participant owner research, and reunification services. With a flexible consultative strategy, he leads teams that specialize in locating individuals and motivating them to take action.

Throughout his professional journey, Bill has overseen customized owner reunification projects for companies, seamlessly integrating them into their existing procedures. His goal is to partner with organizations to address obstacles by creating comprehensive asset-specific solutions.

Career Highlights

Built owner reunification programs ‘from the ground up’ to support insurance carriers with an urgent need for services due to unclaimed property audits.
Specialized consulting focused on internal unclaimed property teams to identify their risk/exposure and develop solutions for various asset types including mutual funds, brokerages, banking, oil & gas royalties, and general ledger.
Sought after subject matter expert in unclaimed property including testimony to the Department of Labor’s ERISA Advisory Board on behalf of the American Benefits Council.
Instrumental in creating processes and tools that cover a range of solutions including identifying unknown descendants, reaching out to retirement plan participants or beneficiaries, reuniting unclaimed checks or accounts with their rightful owners, and managing risks linked to orphaned accounts among other initiatives that incorporate these solutions.

Education

Saint Joseph’s University – BA Economics

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