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Case Study: PBI Research Services Finds Over $200,000 in Overpayments for a Public Pension Fund
Each year, Public Pension Fund (PPF) pays out more than $2.8 Billion in pensions to more than 100,000 retirees and their beneficiaries. Challenge: For years, PPF worked with a third party to identify decedents. [...]
Case Study: PBI Research Services Saves Michigan Public Employee Union Pension Thousands
The Michigan Education Association (MEA) is a self-governing education association representing about 120,000 teachers, education support professionals and higher-education employees throughout the state. The association has grown from their inception in 1852. Today, they [...]
You received PBGC SFA funds, now what?
You have conducted your Death Audit based on the PBGC guidelines. You have gone through the SFA application checklist, and you finally receive an approval notice from the PBGC for your requested SFA funds. [...]
Why the DMF isn’t Adequate for Insurance Companies
Identifying deaths has become harder for insurance companies. In 2011, a change to the SSA Death Master File (DMF) fundamentally altered the Death Audit landscape resulting in challenges to Death Audit providers accompanied by a significantly increased [...]
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 [...]
Best Practices for Applying for Special Financial Assistance (SFA) Funds
Pension plans nationwide are taking advantage of Special Financial Assistance (SFA) funds granted to eligible recipients by the Pension Benefit Guaranty Corporation (PBGC) – a federally chartered corporation created by the Employee Retirement Income Security [...]