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Pension Benefit Information Participant Research Services

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Pension Benefit Information provides research and administrative services to the Benefits Industry. These include corporations, unions, local or state institutions, and third-party administrators. The services we provide are focused on helping our clients meet their ERISA requirements and eliminating costly or inefficient internal processes.

The strength of our business is derived from overĀ 30 years experience in the pension industry. Our company was built around meeting the changing needs of our customers and the benefits environment, and we will continue to forecast and provide services to assist our customers with their day-to-day activities.

PBI Network

PBI is an active member in many professional organizations dedicated to the Employee Benefits Industry. These include:

  • American Society of Pension Professionals and Actuaries (ASPPA)
  • Western Pension & Benefits Conference (WPBC)
  • Profit Sharing/401k Council of America (PSCA)
  • International Foundation of Employee Benefits Plans (IFEBP)
  • National Institute of Pension Administrators (NIPA)

All PBI client service managers read daily industry-related newsletters to keep abreast of new or pending issues. In addition, through our membership in these various organizations we have developed professional relationships with numerous ERISA attorneys that assist PBI in interpretation of compliance related issues.

Our Mission

PBI is committed to providing the best-in-class solutions to meet both your research needs and fiduciary responsibilities. We accomplish this by giving you customer service that exceeds expectations while consistently providing you with the most current information in a timely and cost-effective service. Our goal at PBI is to create long-tem, valuable, and trusting relationships with our clients.

Pension Benefit Information, Inc. is a BBB Accredited Pension & Profit Sharing Plan in San Rafael, CA