Pension Benefit Information

Pension Benefit Information

  • 1110 Mar West St
  • Belvedere Tiburon, California
  • 94920

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Description

For over 30 years, companies have trusted Pension Benefit Information (PBI) to provide the most comprehensive and timely death audit and address location services using a combination of technology & industry proven best practices. Founded in 1980, PBI was the first to provide death audit services and remains the market leader. PBI supports the pension, insurance, financial, government and various other industry segments. Customers are first at PBI and we continuously work to improve our services to meet the regulatory requirements of our clients.

For over 30 years, thousands of clients have trusted PBI to provide timely and accurate death audit information. Our clients include corporations, government agencies, unions, insurance and financial institutions. Performing a death audit goes beyond identifying fraud and overpayments. Our compliance driven solution solves many of the administrative challenges, enabling you to maintain plan records and accurately forecast pension liabilities, meet ERISA requirements, reducing cost and remaining compliant with unclaimed property requirements.

As the industry leader in death audit processing; PBI was resolute in our mission to develop a solution for clients while we continue our crusade to get the SSA DMF restored.

Lost participants are unavoidable and present a fiduciary liability for plan sponsors. PBI has been in the business of locating missing participants for over 30 years. Our proprietary process and depth of experience has resulted in over 1.9 million participants reconnecting with their benefits. PBI finds participants and beneficiaries, documents the process in order to satisfy regulatory requirements, and provides back one address – as verified by the participant.

Fact sheet

Number of employees
10-14

Company contacts

  • Sue McDonald
  • Owner

Products & services

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