401k Termination

Managing ERISA plan compliance, 401k plan terminations, lump sum distributions, and participant discrepancies in retirement plans is complex. Getting started with PBI Research Services is simple.

PBI simplifies the administrative complexities of missing plan participants in defined benefit and defined contribution plans. Through the use of purpose-built, proprietary systems and proven communication strategies, our solutions can minimize fiduciary liability, help reduce administrative costs and increasing PBGC premiums, maximize lump sum distribution success rates, and improve the quality of your participant and beneficiary data.

We help plan sponsors, third party administrators, record keepers, advisors and bankruptcy trustees stay compliant with ERISA and Department of Labor guidelines while navigating common challenges such as communicating with missing participants, and implementing cost reduction strategies for ongoing plans. Our solutions are tailored to meet the needs of your particular situation and ensure you’ll make the right moves in addressing problems or proactively managing your risks with ERISA-protected participant data.