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Pension Benefit Information
Participant Research Service

P.O. Box 111
1110 Mar West
Tiburon, CA 94920
(415) 435-9611

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PBI has provided timely and accurate death audit information to thousands of corporations, governmental agencies, and unions, as well as financial and insurance companies for the past 25 years. Performing a death audit goes beyond identifying fraud. It also allows you to maintain accurate plan records, meet ERISA requirements, and identify pension liabilities to ensure that the plan acts in the best interest of plan participants and beneficiaries.

The PBI Advantage

PBI maintains an extensive database of death records from a variety of sources, including
governmental records and our own proprietary sources. We have the background and experience to know
which combination of public and private sources will offer you the most accurate and complete data.

Beyond our data capabilities, PBI also offers flexible report formats and scheduling, as well as proprietary
search technology that allows us to match records using a variety of criteria if the SSN you provide
is incomplete or incorrect.

Confidentiality and Data Security

Relationships with all of our clients are based on integrity and trust. We understand the importance
of protecting and securing confidential information. Access to client information and/or data is restricted
to internal staff and is solely used for the purposes for which it was provided.

Benefits:

  • 1) Save money
  • 2) Lower PBGC premium payments
  • 3) Reduce your funding liability
  • 4) Stop sending pension checks to deceased pensioners
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