Retirement plan backbone, meet your game changer.
Intelligent automation for the people powering retirement plan administration.
Intelligent automation for the people powering retirement plan administration.
Solutions
SinglepointAI is purpose-built to help all involved in retirement plan administration simplify, streamline, and connect.
TPAs
Eliminate manual processes and bottlenecks in plan onboarding, takeovers, and data workflows.
Recordkeepers
Receive clean, structured data which helps to accelerate the downstream delivery.
Document Providers
Reduce bottlenecks in plan creation and amendments through real-time collaboration and data flow.
Core use case modules
Retirement Plan Onboarding
Accelerates new and takeover plan setup by eliminating manual data collection, entry and processing.
Ensures plan data is "in good order" – organized for accuracy, completeness, and consistency – preparing it to be sent electronically.
AskSPIA –
Intelligent Agent
Instantly analyzes the retirement plan with an AI-enabled, plan intelligence agent.
A personal assistant that surfaces actionable insights, helps evaluate plan design and Cycle 4 Restatement readiness, answers your questions, offers plan optimization guidance – and more.
Cycle 4 Restatement Automation
Simplify the Cycle 4 restatement process by systematizing it with automated data extraction, document preparation, and end-to-end workflow management.
System analyzes current plan document versus Cycle 4 IRS approved template – identifying areas requiring attention and those that are ready for Cycle 4 adoption.
Key capabilities
Workflow in action
Simplify. Streamline. Connect.
Capture Once
Guided intake process eliminates repetitive entry
Automate Workflows
AI structures data, auto-populates forms, and flags issues
Route Seamlessly
Automatically delivers forms and data to the right systems
Monitor in Real Time
Dashboard visibility into status and exceptions
Simplify. Streamline. Connect.
SinglepointAI ends the friction, backlogs, bottlenecks and burnout — giving you the tools to scale with confidence.
Significantly reduce plan onboarding & Cycle 4 restatement timelines
Minimize manual entry and potential errors
Cut time spent validating and transferring data
Free up capacity to serve more plan sponsors — without adding staff
SinglepointAI is the intelligent data automation layer retirement plan administration has been missing. Designed with intelligent automation, SinglepointAI is purpose-built to simplify, streamline and connect retirement administration – at scale.
What takes days could take minutes.