We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Is this Your Business?
          Share

          Find a Location

          PBI Research Services has 1 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

            Please enter a valid location.

            Business ProfilePBI Research Services

            Financial Consultants

            Current Alerts For This Business

            Alert:
            According to information provided by consumers and by the company, PBI Research Services (Pension Benefit Information, LLC) began sending out letters in July / Aug 2023 to consumers potentially impacted by a data breach that occurred in May. The data breach involved 'MOVEIt' file transfer software, used by PBI and many companies in the finance and insurance fields. (PBI provides third-party services to these finance / insurance companies.) In response to this data breach, PBI is sending out letters suggesting steps consumers can take to protect their personal information, including an offer of free credit monitoring services through a company called Kroll. If you have received such a letter, you can safely follow instructions in the letter if you wish to take advantage of the credit monitoring services. BBB also encourages consumers potentially impacted by a data breach to monitor bank / credit card statements carefully, and review their credit report periodically for any suspicious activity.

            Contact Information

            333 S 7th St Suite 2400

            Minneapolis, MN 55402

            Visit Website

            Customer Reviews

            1/5

            Average of 29 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            25 complaints closed in last 3 years

            21 complaints closed in last 12 months

            Read ComplaintsFile a Complaint

            BBB Rating & Accreditation

            F

            This business is not BBB Accredited

            Search for Accredited
            Businesses in this category

            Customer Reviews are not used in the calculation of BBB Rating

            Reasons for BBB Rating

            Related Categories

            Business Details

            Location of This Business
            333 S 7th St Suite 2400, Minneapolis, MN 55402
            BBB File Opened:
            3/28/2023
            Alternate Business Name
            • Pension Benefit Information, LLC
            Business Management
            • Lindsey Tate-McDonald
            Contact Information

            Principal

            • Lindsey Tate-McDonald

            Customer Contact

            • Lindsey Tate-McDonald
            Read More Business Details and See Alerts

            Customer Complaints

            25 Customer Complaints

            Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

            File a Complaint

            Most Recent Customer Complaint

            03/20/2024

            Complaint Type:
            Customer Service Issues
            Status:
            Unanswered
            There was a security breach on their (***) part on 5/29/23 through 5/30/23. My social security number & other information was stolen. *** offered a 1 year free monitoring service through *****. I have now, just yesterday (3/19/24), found out that my social security number and email have been found on the "dark web" specifically being attributed to ***'s breach. I am being told there is NO WAY to remove it from the dark web. This information is out there because of ***'s breach. My information will be out on the dark web long after the one year free monitoring *** offered.I feel it is ***'s obligation and responsibility to give me free extended protection for life, because thier data breach will effect me for life. I tried to call them directly, but there is no phone number listed for them.I want them to provide lifetime monitoring services, at their expense. PBI Research Services ***********************************************************************************
            Read 24 More Complaints

            Customer Reviews

            29 Customer Reviews

            What do you think? Share your review.

            How BBB Processes Complaints and Reviews

            Start a Review

            Most Recent Customer Review

            LINDA S

            01/12/2024

            There is NO way to get through to *** to register for this service offered to us in relation to a data breach with VRS. Letter stated we had to Feb 8, **** to register. Site will not accept my registration and the phone number is "no longer available." Been trying for weeks!VRS only says I have to get with PBI but gives me no other way of contacting them!Someone is not keeping up their end of the deal and I feel this leaves me vulnerable.This is so wrong. Need help!************
            Read 28 More Customer Reviews

            Local BBB

            BBB of Minnesota and North Dakota

            More Info on Local BBB

            BBB Reports On

            BBB reports on known marketplace practices.

            See What BBB Reports On

            BBB Business Profiles may not be reproduced for sales or promotional purposes.

            BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

            When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

            BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

            As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.