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]
Recent discussions about data accuracy in retirement systems have captured widespread attention, bringing renewed focus to the broader issue of maintaining up-to-date retiree records. The challenge of managing participant data and keeping records accurate is a very real concern. With over 30 years of assisting plans in managing their [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]
