SinglepointAI and PensionPro Partner to Automate 401(k) Onboarding with AI-Powered Data Integration
SinglepointAI Inc. and PensionPro have announced a strategic integration that will automate and accelerate the onboarding of 401(k) retirement plans. The collaboration brings SinglepointAI’s intelligent data automation layer directly into PensionPro’s workflow management platform, enabling faster, more accurate plan setup and reducing reliance on manual processes. The integration, now live in production, powers PensionPro’s new automated onboarding feature, tackling one of the most time-consuming challenges in retirement plan administration. Traditionally, TPAs face delays due to repetitive data entry, missing documentation, and errors in manual workflows. SinglepointAI eliminates these bottlenecks by intelligently extracting, validating, and transmitting plan data securely and efficiently—ensuring accuracy and data integrity from start to finish. Tom Loch, Co-Founder and CEO of SinglepointAI, emphasized the significance of the milestone. He noted that the integration marks the first real-world deployment of SinglepointAI’s technology in a live production environment, validating its ability to deliver tangible results. He praised PensionPro and its TPA clients for being early adopters and leaders in embracing automation to streamline operations. What sets SinglepointAI apart is its seamless integration with existing systems, requiring minimal IT effort. Designed by retirement professionals for retirement professionals, the platform adapts to current workflows and supports multiple delivery formats—file, feed, or API post—making it easy for recordkeepers and other stakeholders to receive data in their preferred method. The timing of the launch is critical. With the passage of SECURE Act 2.0 and growing state-level mandates, demand for retirement plans is surging. This automation allows TPAs to scale their operations without increasing headcount, while recordkeepers benefit from standardized, high-quality data that speeds up processing and reduces errors. Darren Conner, Chief Operating Officer at PensionPro, highlighted the value of the partnership. He said the integration reflects PensionPro’s ongoing commitment to innovation, helping TPAs reduce administrative burden, improve client experience, and handle rising workloads more efficiently. He added that the collaboration with SinglepointAI represents a major leap forward in modernizing retirement plan administration. SinglepointAI Inc. is a SaaS company focused on building the intelligent data automation layer for the retirement plan ecosystem. Its AI-driven platform reduces manual work, enhances data accuracy, and accelerates plan delivery across the industry. The company was founded by professionals with deep experience in retirement services, ensuring its tools are built with real-world needs in mind. PensionPro, a business of AmericanTCS, was established in 2010 to help Third-Party Administrators manage the complexity of pension and 401(k) plan administration. The platform provides tools for tracking clients, plans, contacts, and projects, while also supporting plan sponsor website integration and profitability analysis. Its cloud-based model removes the need for complex in-house IT infrastructure, allowing firms to focus on service delivery.
