PBI Partners with TPAs for Simplified and Compliant Plan Administration

With the use of the most comprehensive obituary database, a team of experts and millions of dollars of investment, PBI offers the best population management solutions in the industry. By finding hard-to-find decedents, participants, and beneficiaries, PBI solutions have saved millions in overpayments, released billions in reserves, and helped preserve the longevity of hundreds of pension plans.

PBI provides a diverse suite of solutions for TPAs, empowering them to easily manage plans, streamline processes, and meet regulatory obligations. Our participant data solutions leverage advanced technologies ensuring data accuracy, integrity, and compliance with state and federal regulations. PBI can clean up participant data and provide preliminary results at no charge, and position you to resolve missing or inaccurate data.

Eliminate Overpayments

CertiDeath® identifies 95% of decedents compared to 70% from our closest competitors. Finding 36% more deaths can significantly reduce costly overpayments and help preserve the longevity of the fund.
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Locate Missing Participants

CertiSearch® aligns with industry regulations for locating missing participants, RMDs, PRTs, 401(k) and uncashed checks. Decedents are identified with a one-time run of CertiDeath and a full audit report is provided with date and time stamp of all outreach.

Find Missing Beneficiaries

BeneSearch finds 80% of spouse beneficiaries and a first-degree relative 95% of the time. Eliminate the risk quickly and efficiently while providing the proof of due diligence.
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All-in-One Solution

CertiCensus® is the industry’s first and only single-source population management solution to reduce costs, eliminate overpayments, ensure regulatory compliance, and mitigate cybersecurity risk. This true end-to-end solution validates decedents, locates missing participants, manages required mailings and identifies beneficiaries – making it simple to efficiently manage resources and protect the longevity of the plan.

98% of our CertiDeath & CertiCensus customers renew with us.

Talk with one of our TPA experts.