Session 5:

Power of Precision: How Bad Data is Threatening Your Pension Plan

Jeff Anderson, CRC® and Cory Cates, CRC®

Session Description:

Accurate participant information is essential to the longevity of your pension plan. However, there is no
longer a single, comprehensive data source that pensions can rely on for decedent information. Pension
managers must now search through multiple, disparate data sources to identify decedents. This can lead
to missed deaths, overpayments, fraud, and a poor experience for participants and beneficiaries.
Inaccurate data can also put the pension at risk with regulatory agencies such as the DOL, PBGC, and IRS.
Join us to learn about the latest solutions, best practices, and what’s coming next.


Jeff Anderson

Cory Cates