Helping Retirement Plan Fiduciaries reunite plan participants and beneficiaries with their retirement plan accounts, while protecting the Plan from inerrant overpayments or regulatory risks.
Combining our unique technology/process, all available death sources and our research team, we help you identify 98.2% of the decedents across the US with an average 99.2% confidence.
Plan Data Quality Benchmarking
RRS will help you baseline your census file or participant data so you know if you have risks or unknown challenges within your plan that can lead to regulatory red flags or audits. We help fill in missing data points, such as dates of birth, address information or even social security information, ensuring that your file is accurate and up to date.
Audit or Investigation Mitigation
Prevention or mitigation of DOL or IRS audits. We help our clients identify DOL “red flags” and correct them as needed or required, while documenting activities for your due diligence.
Flexible and Customized Solutions
There is no one-size-fits-all solution in our line of business, and Retirement Reunification Services has the flexibility to meet you where you are. We partner with you to solve your immediate needs while allowing for customization for future growth.
Locating Missing Beneficiaries/Participants
We help you find the legal claimant for your application nearly 100% of the time and get them to act as needed by the Plan.
About Participant Solutions
Supporting organizations with the management of their fiduciary duties in acting in the best interest of the participants, and beneficiaries in the plan.
Get in Touch
Submit a Contact Us Form or email jason.sauer@marketsphere.com