PBI Research Services Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Pension Benefit Information, LLC, which does business as PBI Research Services, regarding its recent data breach. The PBI Research Services data breach involved sensitive personal identifiable information belonging to over 370,000 individuals.


PBI Research Services is an information technology and services company specializing in population management solutions. Accordingly, PBI Research Services offers tools related to death audits, missing participants, beneficiary research, treasury management, and more. Founded in 1980, PBI Research Services invests in high end technology, including artificial intelligence, to serve customers in the insurance, finance, third party administration, and public and corporate pension industries. Headquartered in Minneapolis, Minnesota, PBI Research Services operates 2 satellite offices in Pennsylvania and Ohio.


On or around May 31, 2023, PBI Research Services discovered that Progress Software, a third-party vender used by PBI Research Services, experienced a data breach in which the sensitive personal identifiable information belonging to PBI Research Services’ clients may have been accessed and acquired. Through its investigation, PBI Research Services determined that an unauthorized actor may have accessed and obtained this sensitive information through a cyber-attack on the MOVEit file transfer software between May 29 and May 30, 2023. On or about June 4, 2023, PBI Research Services began contacting individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Address
  • Date of birth

If you received a breach notification letter from Pension Benefit Information, LLC d/b/a PBI Research Services:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or sam@turkestrauss.com.

If you were impacted by the PBI Research Services data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review any breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by Pension Benefit Information, LLC;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

Share This Post: