How to Know if Your Locator Services are Working

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]

Why a one-time-run death audit service is not enough.

We often hear from organizations that run an annual or semi-annual death audit and think they are doing enough. However, they are likely choosing a path that ends up costing them more in overpayments and time. It’s important to have continuous monitoring of your population and take a proactive approach. [continue reading]

2024-05-02T12:29:27-05:00April 8, 2024|Death Audit & CertiDeath|

4 Quick Tips for Pension Plan Participant Management

Pension plan participant management is more challenging than ever. That’s why we’ve put together four quick tips for plan administrators to help better manage their plan: Tip #1: It starts with an accurate and validated death audit. Finding all decedents requires massive amounts of resources, skills and time – simply [continue reading]

2024-04-26T11:20:44-05:00April 3, 2024|Population Management & CertiCensus|

How missing and inaccurate participant data impacts a death audit

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]

2024-08-07T10:05:48-05:00March 6, 2024|Death Audit & CertiDeath|
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