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Managing Director - Operations, Benefits Daybright Financial
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Regional Vice President, Sales MAP Retirement USA LLC
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Anchor 3(16) Fiduciary Solutions
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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How Missing and Inaccurate Participant Data Impacts a Death Audit
The Berwyn Group
Mar. 7, 2024 "In 2023, the [Social Security Death Master File] only provided 16% of death records.... Death audits now require the aggregation of thousands of data sources, primarily obituaries.... This makes utilizing multiple pieces of personal identifiable information (PII) to identify participants necessary -- such as first/middle/last name, SSN, date of birth, city and state." MORE >> |
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