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The 40-year evolution of a brand to reach the pinnacle in its industry.
Steve Jobs once said, “Innovation distinguishes between a follower and a leader. “ In the death audit and participant locate market, PBI Research is the clear leader and constant innovation has been the catalyst. [...]
You received PBGC SFA funds, now what?
You have conducted your Death Audit based on the PBGC guidelines. You have gone through the SFA application checklist, and you finally receive an approval notice from the PBGC for your requested SFA funds. [...]
Why the DMF isn’t Adequate for Insurance Companies
Identifying deaths has become harder for insurance companies. In 2011, a change to the SSA Death Master File (DMF) fundamentally altered the Death Audit landscape resulting in challenges to Death Audit providers accompanied by a significantly increased [...]
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 [...]
Best Practices for Applying for Special Financial Assistance (SFA) Funds
Pension plans nationwide are taking advantage of Special Financial Assistance (SFA) funds granted to eligible recipients by the Pension Benefit Guaranty Corporation (PBGC) – a federally chartered corporation created by the Employee Retirement Income Security [...]
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Pension plans have no idea how inaccurate or out-of-date their participant data is and it is costing them millions every year.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, [...]