SinglepointAI, an intelligent data automation layer for the retirement plan ecosystem, has officially partnered with PensionPro, a leader in workflow management software for Third-Party Administrators (TPAs). The integration powers PensionPro’s new automated onboarding feature, tackling one of the most persistent bottlenecks in retirement plan administration.
Onboarding plans has historically been slow and error-prone, with repetitive data entry, missing documents, and workflow delays frustrating employees, clients, and administrators alike. The SinglepointAI integration eliminates this friction by automating data entry, securely packaging plan information, and transmitting it with speed and accuracy. TPAs using PensionPro can now complete onboarding faster, reduce errors, and help plan sponsors go live sooner, improving the overall client experience.
“The SinglepointAI team is proud to deliver a production-ready solution that accelerates retirement plan administration,” said Tom Loch, CEO of SinglepointAI. “This milestone proves intelligent automation can eliminate friction and help firms scale confidently.”
What sets SinglepointAI apart is its lightweight, adaptable integration. Designed by retirement professionals for retirement professionals, it connects seamlessly to existing workflows without heavy IT lifts. Recordkeepers receive data in their preferred format—file, feed, or post—making implementation straightforward while enhancing speed and integrity of plan setup.
The timing of the launch aligns with SECURE Act 2.0 incentives and state mandates, driving significant growth in retirement plans. Automating onboarding helps TPAs scale without adding headcount, while recordkeepers benefit from standardized, accurate data delivery.
“PensionPro is constantly evolving to meet the needs of today’s TPAs,” said Darren Conner, COO of PensionPro. “Embedding automated onboarding into our platform streamlines one of the most time-consuming parts of plan administration. It’s a game-changing innovation that helps TPAs operate more efficiently at a time when demand is surging.”
By integrating intelligent automation into critical workflows, SinglepointAI and PensionPro are helping the retirement plan ecosystem reduce bottlenecks, improve accuracy, and accelerate business growth—bringing a much-needed upgrade to plan administration in a fast-changing regulatory environment.
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Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure. Public relations, investor relations, public policy and marketing professionals rely on Business Wire for secure and accurate distribution of market-moving news and multimedia. Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented NX network. Business Wire’s global newsrooms are available to meet the needs of communications professionals and news media worldwide.
