401k & Defined Contribution Plan Consultant
Planned Retirement Consultant & Administrators, LLC (Remote / Ridgewood NJ)
Retirement Plan Service Representative
DeMars Pension Consulting Services, Inc. (Overland Park KS / MO)
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Featuring Geoff Dietrich, EVP at DIETRICH & Mike Irey, Director of Operations at PBI.
Missing or incorrect participant data is a very common issue for pension plans. It’s extremely difficult to continuously monitor the location and status of each participant. Unfortunately, even a small error in the personal identifiable information (PII) can significantly impact decedent identification, locating missing participants, communicating with plan participants, and making overpayments.
Here is what you will learn: