Live Webinar: Proactive, Precise, Participant-focused: CertiCensus
Tuesday, May 21st from 11:00 am to 12:00 pm CDT
Join us to hear how CertiCensus is transforming pension management by offering an all-in-one solution for death audits, participant location, beneficiary identification, and compliance mailings. Learn how CertiCensus can help your pension administration shift from a reactive to a proactive stance, eliminating tedious tasks and focusing on what truly matters – the participants. CertiCensus not only enhances administrative efficiency but also helps align with DOL regulations
With CertiCensus you will find 95% of deaths, 36% more than our closest competitors. Finding more deaths means you’ll find more overpayments, helping preserve the longevity of the plan. Plus, we’ll find at least 80% of beneficiaries and 62% of missing participants. In short, one solution to help you do what is right for your pension and your participants.
Sign up now to secure your spot and take the first step towards streamlined, compliant, and participant-focused pension administration.
This webinar is hosted by The Berwyn Group.
Watch Our Recently Recorded Webinars
Featuring Jennifer Miller, Plan Administrator for Michigan Education Association (MEA) and Jeff Anderson, Business Development Manager at PBI Research.
Our new webinar series that delves into the transformative power of putting people first in retirement planning. In an ever-evolving landscape of financial considerations and life aspirations, the role of plan administrators goes far beyond numbers and investments. In episode one, discover how CertiDeath has empowered plan administrators to keep their participants at the heart of every decision. This has resulted in plan administrators building trust and community with their pension populations.
Featuring Matthew Pileggi, Director, Shared Delivery – Special Projects Leader at Willis Towers Watson, Jeff Anderson, Business Development Manager at PBI Research and Andrew Gallagher, Strategic Account Executive at PBI Research.
Doing what’s best for the pension plan is doing what’s best for the people it impacts. This webinar focused on the stories and the impact locating missing participants has on the beneficiary and participant. Discover the ripple effect of a single participant reconnected and witness firsthand the influence on retirement ecosystems. We uncovered the real value and lasting impact of human-centric retirement administration.
Featuring: Kathy Belfi, KB Regulatory Solutions, John Bikus, PBI President and Mike Irey, PBI Director of Operations.
This webinar explains how much the DMF has declined, the risks to insurers who rely on it, new and improved death audit methods, and why doing the right thing by finding and paying the missed beneficiaries can become a long-term selling advantage and revenue opportunity.
Featuring: Tammy Slaughter – Retirement Operations Manager at Intermountain Healthcare, Mike Irey – Director of Operations at PBI Research Services, & Jeff Anderson – New Business Development Manager at PBI Research Services.
Preparing and sending participant communications, managing returned mail, and aligning with the Department of Labor (DOL) to locate missing participants can require significant time and resources. On average, pensions find over 33% of their participant addresses are incorrect, so how can organizations plan for such a high volume of returned mail? Listen to this recording to hear industry best practices around managing returned mail during AFN season, DOL regulations, key dates and timeline, and ideas on how to save resources. We also give an exclusive look inside of PBI’s process for identifying missing participants and verifying decedents.
Find all previous webinars on our YouTube channel.