With upcoming Required Minimum Distribution (RMD) changes on the horizon, plan administrators are shifting their focus from death dates to birthdates—because even static data points like birthdates can pose challenges if they’re incorrect. With the RMD age increase going into effect on April 1, 2025, accurate participant records have never [continue reading]
The Annual Funding Notice (AFN) is a required yearly notice defined benefit pension plans send to their participants and beneficiaries that provides updates on the financial status of the pension plan. The Department of Labor (DOL) provides templates on their website with guidance on what information should be included such [continue reading]
Accurate participant and policyholder data is crucial - bad data is expensive. Having accurate data allows you to connect with participants and policyholders consistently and efficiently, effectively communicate with the population, and build a better relationship. Selecting the right locate service provider can be difficult – how do you know [continue reading]
We are excited to announce further advancement in our ongoing focus on cybersecurity. With significant time and investment, we’ve implemented field-level and per-client encryption. These updates layer on top of industry standard Transparent Database Encryption (TDE) to further protect data even if an attacker achieved direct access to our database, [continue reading]
