Population Management & CertiCensus

Case Study: PBI Research Services Helps Company Find 375 Participants with Wrong Addresses and Missing Retirees Who Were Due Benefits

A 125-year-old analytics company, is no stranger to data. They understand the power and impact it can have – which is why PBI Research Service’s CertiCensus® caught their attention. The company uses deep data insights and analytics to solve business challenges for Fortune 500 clients. Their portfolio of B2B companies increases customer loyalty, employee experience and sales performance through a variety of services and software solutions. The company has been a client of PBI’s [...]

John Bikus2023-06-15T10:13:50-05:00March 8th, 2023|Case Studies, Pensions, Population Management & CertiCensus|

Case Study: PBI Research Services Helps Corporate Pension Fund Stop Overpayments

Challenge: XYZ company had been manually managing their employee pension plan with over 790 participants. The process was a resource-heavy task to stay up -to-date on deceased participants and required mailings. In addition, with internal audits coming up, a new benefits team was concerned about not meeting the Department of Labor (DOL) guidelines for missing participants and making overpayments. Solution: In February 2022, the company reached out to PBI Research Services about proactive pension [...]

John Bikus2023-06-15T10:24:42-05:00March 2nd, 2023|Case Studies, Pensions, Population Management & CertiCensus|

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 thorough verification and documentation process for pension plan participant data management. CertiCensus is the industry’s first single-source, proactive pension plan population management platform to help pension plans reduce costs, eliminate overpayments, ensure regulatory compliance and mitigate cybersecurity risk. With the [...]

John Bikus2023-06-15T10:59:36-05:00January 11th, 2023|News, Pensions, Population Management & CertiCensus|

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Pension plans have no idea how inaccurate or out-of-date their participant data is and it is costing them millions every year.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, it is nearly impossible to keep participant information accurate and up-to-date. Participants will be missing. There are a variety of reasons so many organizations struggle with bad data including the lack of a comprehensive data source, staffing issues, the lack [...]

John Bikus2024-05-01T14:23:03-05:00November 11th, 2022|Death Audit & CertiDeath, Pensions, Population Management & CertiCensus|

PBI Press Release: PBI Research Services Announces Expanded Capabilities for CertiCensus® – The First Single-Source Pension Plan Population Management Solution

MINNEAPOLIS, April 20, 2022 -- PBI Research Services, the leading death audit and locate service provider, today announced expanded capabilities of CertiCensus, the industry's first single-source proactive pension plan population management solution to help pension plans reduce costs, eliminate overpayments, ensure regulatory compliance and mitigate cybersecurity risk. The platform's capabilities now include new, automated reporting and dynamic updates to participant data, offering increased visibility for plan sponsors for more accurate and efficient participant management. This product release offers [...]

John Bikus2023-06-15T13:57:34-05:00April 20th, 2022|Death Audit & CertiDeath, News, Pensions, Population Management & CertiCensus|