Live Webinar:
Solving the Beneficiary Puzzle: A Game-Changing Solution for Plan Administrators – BeneSearch®
Tuesday, May 13th from 11:30am to 12:00pm CDT
Outdated or missing beneficiary information leaves organizations with fiduciary risks and the resource-intensive tasks of locating and communicating with family members.
We invite you to join us to explore how BeneSearch reunites beneficiaries with the benefits they deserve – helping organizations mitigate risk, save time and improve data.
In 2024 alone, over 20,000 BeneSearch reports were completed – resulting in saving homes from foreclosure and providing life-saving medical benefits.
This webinar will cover:
• Why locating beneficiaries is a complicated process.
• How BeneSearch dives deep to provide address history, spouse/relative information, marriage/divorce records and death records.
• Stories of how BeneSearch has helped organizations and the participants/policyholders they serve.
This webinar is hosted by PBI’s sister company, The Berwyn Group, and our panel includes: Mike Irey, Berwyn’s Director of Operations and Lindsey Tate-McDonald, Berwyn’s Revenue Director.
Watch Our Recently Recorded Webinars
Featuring Jennifer Miller, Plan Administrator for Michigan Education Association (MEA) and Jeff Anderson, Business Development Manager at PBI Research.
Our new webinar series that delves into the transformative power of putting people first in retirement planning. In an ever-evolving landscape of financial considerations and life aspirations, the role of plan administrators goes far beyond numbers and investments. In episode one, discover how CertiDeath has empowered plan administrators to keep their participants at the heart of every decision. This has resulted in plan administrators building trust and community with their pension populations.
Featuring Matthew Pileggi, Director, Shared Delivery – Special Projects Leader at Willis Towers Watson, Jeff Anderson, Business Development Manager at PBI Research and Andrew Gallagher, Strategic Account Executive at PBI Research.
Doing what’s best for the pension plan is doing what’s best for the people it impacts. This webinar focused on the stories and the impact locating missing participants has on the beneficiary and participant. Discover the ripple effect of a single participant reconnected and witness firsthand the influence on retirement ecosystems. We uncovered the real value and lasting impact of human-centric retirement administration.
Featuring: Tammy Slaughter – Retirement Operations Manager at Intermountain Healthcare, Mike Irey – Director of Operations at PBI Research Services, & Jeff Anderson – New Business Development Manager at PBI Research Services.
Preparing and sending participant communications, managing returned mail, and aligning with the Department of Labor (DOL) to locate missing participants can require significant time and resources. On average, pensions find over 33% of their participant addresses are incorrect, so how can organizations plan for such a high volume of returned mail? Listen to this recording to hear industry best practices around managing returned mail during AFN season, DOL regulations, key dates and timeline, and ideas on how to save resources. We also give an exclusive look inside of PBI’s process for identifying missing participants and verifying decedents.
Find all previous webinars on our YouTube channel.