IS THE DATA THAT YOU CURRENTLY HAVE GOOD ENOUGH?

We know there is a lot on your plate these days. The ever changing regulatory landscape, working with incomplete or wrong information, and location missing participants all impact your business and your Clients. PBI Research Services offers a suite of solutions to alleviate these stresses and make sure that you are fulfilling your client needs.

PBI has that system.

Find Missing Participants And Lost Shareholders

Keeping tabs on plan participants and shareholders is a time-saving and cost-saving practice. PBI offers multiple locate options to fit your needs. Whether it’s a bulk lump sum distribution or locating a lost shareholder, PBI has an option to fit your needs.

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Identify More Deaths To Prevent Fraud And Overpayments

PBI offers the most comprehensive death database out there. With more than 65 million records in our obituary database, PBI can provide you and your clients the opportunity to identify death more quickly and more accurately than anyone else.

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Fills the Gap Of Missing Or Incorrect Data

Many of the biggest challenges are solved with clean participant data. PBI can help you retrieve data elements. SSN, Name, DOB, and Phone Retrieval are just a few of the services we provide.

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HUD Requirements Can Be Challenging

New regulations and requirements have been made locating beneficiaries a necessary step for financial institutions. Whether it’s many or a few, PBI provides a solution to quickly locate and identify potential beneficiaries.

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In today’s financial landscape we understand that a need exists to make sure that you have the best possible solution to addresses data gaps, fix faulty data, and locate lost participants so that you can best serve your clients. These data challenges can and should NOT be addressed passively. You need a company that will help you actively address these data and compliance challenges. We offer customizable, flexible, and scalable solutions that can meet your and your clients’ compliance objectives. Whether it’s providing fraud prevention services for thousands of your clients, or locating a single lost shareholder; PBI will help.

PBI FINANCIAL PLAN SOLUTIONS

  • 401K plans
  • Defined Benefit Plans
  • Banks and Other Financial Services
  • TPA’s
  • Pension Trustees
  • Benefit Payors
  • Reverse Mortgage Companies
  • Shareholder Services

PBI Proudly Serves Pension Plans In The Below Endeavors

  • Uncashed Checks – An Entire Suite Of Options To Meet Your Requirements

  • Identify Deaths, Even If No Death Record Exists Using Our Superior Database

  • Identify Address Information Instantly

  • Identify Beneficiaries And Locate Them Instantly

  • Reporting Solutions That Are Customized To Support Multiple Clients/Plans

  • Cleanse Participant Data (Missing SSNs, DOBs, Address, Name, Etc.)

  • Locate Missing Shareholders SEC 17AD-17

  • Third-Party Management Capabilities For Multiple Clients/Plans

For over 40 years PBI has served many of the largest financial institutions. Now more than ever, financial service providers are faced with a myriad of challenges and obligations. Let PBI simplify your participant data challenges and provide peace-of-mind that your responsibilities and those of your clients have been met.

Looking for more than a data provider?
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