Abacus Intel
Innovating the Future of Financial Services
At Abacus Intel, we leverage advanced data science and proprietary technology to help pension plans, insurance carriers, financial institutions, and benefits administrators improve record accuracy, identify mortality events, and connect beneficiaries with the benefits they are entitled to.
We redefine longevity-based financial services. Our suite of advanced solutions includes:
MVerify®
Real-time mortality verification for pension funds and insurers.
LifeVerify
Cutting-edge technology to locate missing participants.
BeneVerify
Bridging the gap between policyholders and entitled benefits.
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Transforming the Life Planning Industry
Across the financial services and insurance landscape, organizations face growing challenges in maintaining accurate records, identifying mortality events, and locating missing policyholders and beneficiaries. Outdated data, fragmented systems, and manual processes can lead to inefficiencies, compliance risks, and delayed benefit distribution.
Built on decades of expertise and proprietary longevity data, Abacus Intel is revolutionizing financial services through technology-driven innovation. Our advanced platforms provide real-time insights that enhance efficiency, accuracy, and transparency across pension funds, government agencies, insurers, and the secondary life insurance market. From verifying mortality data instantly to locating missing policyholders, our technology delivers speed and precision never before available in the industry.
Who We Serve:
• Unions
• Insurance Companies
• Government Agencies
• Third-Party Administrators (TPAs)
• Secondary Life Insurance Market Professionals
Democratizing Life Settlements Through Technology
Historically, the life settlement industry has been burdened by complexity and opacity, making it difficult for consumers to navigate. Abacus Intel is changing that by developing technology solutions that bring greater transparency and clarity to the process. By simplifying access to policy valuations and benefit eligibility, we empower individuals to make informed financial decisions with confidence.
Data, Technology, and Analytics for Pension Risk Management
Abacus Intel provides sophisticated data, technology, and analytics solutions for identifying mortality events, locating missing participants, and connecting beneficiaries with their rightfully due benefits. Trusted by 5M+ pension members nationwide, Abacus Intel helps organizations improve data accuracy, reduce fraud and overpayment risk, and support compliant, timely benefit administration through:
Mortality Verification for Pension Plans
Abacus Intel uses advanced data matching, proprietary datasets, and continuous monitoring to identify mortality events quickly and accurately. This helps pension administrators maintain reliable records and prevent benefit overpayments.
Missing Participant Location Services
Abacus Intel helps organizations locate missing participants and reconnect beneficiaries with their entitled benefits using advanced identity resolution technology and extensive data networks.
Beneficiary Research
Abacus Intel improves pension data integrity by identifying record discrepancies, validating participant information, and delivering reporting that supports efficient and compliant benefit administration.
Supporting Compliance and Fiduciary Responsibility
Abacus Intel helps pension administrators meet Department of Labor and IRS guidance for maintaining accurate participant records, identifying mortality events, and locating missing participants. See our Trust Center.
The Future of Longevity-Based Financial Services
Our proprietary tech stack not only streamlines life planning and wealth management but also generates meaningful value for clients through enhanced data analytics. As financial technology continues to evolve, Abacus Intel remains at the forefront—pioneering new solutions that strengthen Abacus Global’s leadership in the alternative asset space and ensuring that longevity-based financial planning remains more accurate, accessible, and efficient than ever before.
The Abacus Intel Team
The Abacus Intel team brings together experts in pension administration, insurance operations, data science, and financial services technology. With decades of combined experience, our team understands the challenges organizations face in maintaining accurate records, identifying mortality events, and locating missing participants.
Have questions about mortality verification, missing participants, or beneficiary research? Our team is here to help.
JC Oviedo
Vice President of Operations
Edward Meyers
Senior Account Executive
Melisa Gonzalez
Executive Support Specialist
Jose Zapata Pina
Account Executive
Harry Duong
Account Executive
William Nguyen
Customer Success Manager
Patrick Galloway
Senior Full Stack Developer
Matthew Olivos
Senior Full Stack Developer
Jinan Patel
Project Manager
Mitchell Thanath
Full Stack Developer
Matthew Nguyen
Full Stack Developer
Alejandro Palmar
Full Stack Developer
John Trucillo
Full Stack Developer
Zachary Lyons
Full Stack Developer
Zoran Kolega
Full Stack Developer
Jennifer Nguyen
Database Developer
Frequently Asked Questions
What is mortality verification?
A mortality verification is a service that verifies the mortality status of individuals for various organizations. This process helps institutions like insurance and financial services companies, pension funds, and multiemployer funds ensure accurate records, prevent fraud, and manage payments correctly.
Does Abacus Intel help individuals access benefits or 401(k) accounts?
No. Abacus Intel does not manage or store individual benefit accounts. We work with organizations to provide mortality data, beneficiary research, and compliance solutions.
If you are looking for account information, benefits, or payouts, you will need to contact the employer, pension plan, or financial institution directly.
How does Abacus Intel conduct mortality verification?
Abacus Intel uses advanced algorithms and accesses multiple databases, including public records and proprietary data sources, to verify the mortality status of individuals. Our process is designed to be comprehensive, accurate, and compliant with all applicable laws and regulations.
Why do pension plans perform mortality audits?
Mortality audits help pension plans prevent overpayments, maintain accurate records, and comply with fiduciary responsibilities.
Who can benefit from Abacus Intel's mortality verification services?
Our services offer significant benefits to a wide array of financial entities, including multiemployer and government pension funds, corporate pension plans, banks, insurance firms, and any financial institution in need of precise information regarding the life status of their clients or beneficiaries. Our thorough audits are instrumental in preventing fraud, maintaining accurate records, and ensuring adherence to regulatory standards. Request a free demo.
How long does a mortality verification take?
The timeline can vary based on the complexity of the case and the availability of data. However, we aim to complete the initial audit within 1-2 business days and subsequent reports on a weekly basis.
What information do I need to provide for a mortality verification?
Clients typically need to provide basic information about the individual in question, including full name, date of birth, Social Security Number (SSN), and address.
Is the information obtained in a mortality verification confidential?
Absolutely. Abacus Intel adheres to strict data protection and privacy laws. All information obtained during verification is treated with the highest level of confidentiality and is used solely for the purpose of the audit.
How accurate are Abacus Intel's mortality verification?
At Abacus Intel, We pride ourselves on the accuracy of our audits, utilizing state-of-the-art technology and comprehensive data sources. While no system is infallible, our process is designed to minimize errors and provide reliable results.
How secure is Abacus Intel?
Abacus Intel is deeply committed to ensuring the highest level of security for our clients’ data and our technology infrastructure. We employ state-of-the-art security measures that encompass advanced encryption technologies, secure access controls, and continuous monitoring to protect against unauthorized access and potential security threats. To learn more about our security protocols please visit our trust center.
Does Abacus Intel support Two-Factor Authentication (2FA)?
Yes, Abacus Intel supports Two-Factor Authentication (2FA), enhancing our security by requiring both a password and a second verification method, such as a verification code sent to your mobile device. This ensures an extra layer of protection for your account against unauthorized access. We require activating 2FA to strengthen your account’s security. For setup instructions, please contact our support team for assistance at (321) 475-8251.
Is Abacus Intel SOC2 Type 2 Certified?
Yes, Abacus Intel is SOC 2 Type 2 certified. This certification underscores our commitment to the highest standards of security, availability, processing integrity, confidentiality, and privacy of customer data.
How can I request a mortality verification from Abacus Intel?
To request a mortality verification, click the request demo button with the required information. Our team will review your request and get in touch with you to proceed with the audit process.
Are there any ethical considerations in conducting mortality verification?
Yes, at Abacus Intel we conduct our audits with the utmost respect for privacy and ethical standards. Our processes are designed to be non-intrusive and compliant with all ethical guidelines and legal requirements related to data handling and privacy.
How much does a mortality verification cost?
The cost of a mortality verification can vary depending on the scope and complexity of the request. We recommend contacting us directly for a quote tailored to your specific needs at (321) 475-8251 or requesting a demo online.
How accurate is Abacus Intel morality verification?
We identify mortality events that occur in the US, and deliver results with 99% accuracy, every day.
How often should mortality monitoring be performed?
Many organizations perform mortality verification annually, Abacus Intel use continuous monitoring solutions that identify mortality events as they occur.
Why are missing participants a problem for plan sponsors?
Missing participants create operational challenges, increase administrative costs, and introduce fiduciary and compliance risk. Regulators expect plan sponsors to actively search for and document efforts to locate participants.
What services does Abacus Intel provide for missing participants?
Abacus Intel’s LifeVerify solution helps locate missing participants through a combination of address verification, mortality verification, and multi-channel outreach