The First Name That Wasn’t On paper, everything lined up: a Social Security number, a date of birth, even a location that matched one of our client’s participants. The only issue? The name in the obituary didn’t match the one in the client file. The obituary referred to the [continue reading]
Pension plans and insurance companies have a lot on their plate, so it isn’t uncommon for their death audit process to get overlooked. It may often be seen as checking a box to make sure there’s some form of a death audit process in place. However, not taking a [continue reading]
The Death Master File (DMF) data continues to decline each year. In 2023, the DMF only provided 16% of death records. This degradation has caused conducting death audits for pension plans a much more complex task. Death audits now require the aggregation of thousands of data sources, primarily obituaries. [continue reading]
