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National Administration, Inc.
(Remote / Menasha WI)

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PCS Retirement, LLC
(Remote)

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PCS Retirement, LLC
(Remote)

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Pension Administrator

Actuaries Unlimited, Inc.
(Remote)

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Retirement Plan Administrator

Excellent TPA
(Remote)

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

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Senior Retirement Account Representative

Ohio Pension Services
(Akron OH)

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Relationship Manager - Retirement Plans

Spectrum Investment Advisors, Inc.
(Thiensville WI)

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Senior Plan Consultant

Bidwell Consulting Services, Inc.
(Remote / Chico CA)

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Plan Compliance Analyst (Administrator)

RPA
(Remote / Falls Church VA)

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Retirement Plan Benefits Consultant

Compass Retirement Consulting Group
(Remote / Stratham NH)

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Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

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Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

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Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

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Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

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Client Compliance Counsel

Gallagher
(Philadelphia PA / CT / DE / MA / NJ / NY / RI)

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Loan and Distribution / Contribution Upload Specialist

Aimpoint Pension
(Remote)

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Relationship Manager

Compass Retirement Consulting Group, Inc./Compass 360, LLC
(Remote / Stratham NH / MA)

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DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

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Legal Assistant/Paralegal

Witman Stadtmauer, P.A.
(Florham Park NJ)

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

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DC Plan Administrator

United Benefit Pensions Inc.
(Melville NY)

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View More PBI Research Services Webcasts and Conferences

Proactive Pension Plan Management

PBI Research Services

Oct. 12, 2021
Recorded Online
Webcast

The degradation of the SSA Death Master File (DMF), participants relocating, aging population, and the expansion of DOL regulations has caused many pension plans to build internal processes, work with a variety of service providers, and use disparate data sources and information to manage their pension participant pool. This puts the pension at risk for not meeting DOL guidelines for missing participants, making overpayments, wasting resources, and significantly increases the risk of cybersecurity.

Join us for a 30-minute webinar where our experts will cover the following topics:

  • The overview and impact of recent industry changes (DOL guidelines, SSA DMF, post-pandemic)
  • Ideas on how to improve and proactively manage the participant pool
  • Introduction of PBI’s NEW CertiCensus®
  • Q&A

More Information, How to Register

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