Population Management & CertiCensus

Discover how PBI Research manages participant populations, finds wrong addresses and missing retirees who were due benefits.

Press Release: PBI Research Services Announces CertiCensus® Certified – A New Gold Standard in Pension Plan Data Management and Compliance

MINNEAPOLIS (Jan. 11, 2023) – PBI Research Services, the leading death audit and locate service provider, today announced CertiCensus Certified, a new gold standard certification for its customers and the industry marking the most thorough verification and documentation process for pension plan participant data management. CertiCensus is the industry’s first single-source, proactive pension plan population management platform to help pension plans reduce costs, eliminate overpayments, ensure regulatory compliance and mitigate cybersecurity risk. With the [...]

2023-06-15T10:59:36-05:00January 11th, 2023|News, Pensions, Population Management & CertiCensus|

The Hard Truth on Pension Participant Data Management & How to Set Your Plan Up for Success

Pension plans have no idea how inaccurate or out-of-date their participant data is and it is costing them millions every year.  Even with a robust and experienced internal team maintaining and updating participant data, it is nearly impossible to keep participant information accurate and up-to-date. Participants will be missing. There are a variety of reasons so many organizations struggle with bad data including the lack of a comprehensive data source, staffing issues, the lack [...]

PBI Press Release: PBI Research Services Announces Expanded Capabilities for CertiCensus® – The First Single-Source Pension Plan Population Management Solution

MINNEAPOLIS, April 20, 2022 -- PBI Research Services, the leading death audit and locate service provider, today announced expanded capabilities of CertiCensus, the industry's first single-source proactive pension plan population management solution to help pension plans reduce costs, eliminate overpayments, ensure regulatory compliance and mitigate cybersecurity risk. The platform's capabilities now include new, automated reporting and dynamic updates to participant data, offering increased visibility for plan sponsors for more accurate and efficient participant management. This product release offers [...]

Webinar Recap: CertiCensus® – Accurate, Streamlined, and Secure Pension Participant Management

Managing a pension plan becomes more difficult each year. There are numerous steps and requirements that Plan Administrators and Plan Sponsors need to take. These include sending required mailings, managing returned mail, locating missing participants and beneficiaries, identifying decedents, documenting everything, and following the latest cyber security guidance from the Department of Labor (DOL). In our recent webinar, CertiCensus®: Accurate, Streamlined, and Secure Pension Participant Management, Jeff Anderson, New Business Development Manager at PBI [...]

Plan Sponsor Article: PBI Launches Pension Plan Population Management Solution

“Pension plan population management continues to become a more difficult, costly, time-consuming and riskier process,” says John Bikus, president of PBI Research Services. “With CertiCensus®, PBI offers a solution combining unparalleled decedent identification, a locate product conforming to DOL guidance, service to manage required participant communication, and consistently-updated participant/beneficiary information.” He adds: “CertiCensus helps pension plans maximize the lifetime of the fund by reducing costs and minimizing overpayments in addition to providing auditable trails [...]

2023-06-16T09:17:08-05:00October 7th, 2021|News, Pensions, Population Management & CertiCensus|