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Press Release Announces Release of AI Capabilities to Its Plan Data Intelligence Tool

Issued by ERISApedia

Sept. 11, 2023

Atlanta, GA - is pleased to announce the release of AI capabilities to its Plan Data Intelligence tool. This new AI feature provides access to three large language models that allow users to generate emails and phone scripts based on plan data contained in the Company's proprietary database of 5500 data. The new feature is accessible via a user-friendly, intuitive dashboard.

Feature Highlights:

  1. Role-Specific Responses: The dashboard presents users with two unique tabs:
    • Advisor: Where the AI models act as financial advisors specializing in 401(k) retirement plans, delivering expertly crafted messages tailored to this domain.
    • Custom: Offering users the flexibility to specify the model's role and area of expertise, enabling a myriad of possibilities for personalized messaging.
  2. Choice of Leading AI Models: Users can select between the renowned gpt-3.5-turbo and gpt-4 by OpenAI and the state-of-the-art chat-bison by Google. Each model brings its unique strengths, and with our intuitive interface, users can seamlessly switch between them. As the AI landscape evolves, we are committed to integrating more models as they become available.
  3. Dynamic Responses: Acknowledging the non-deterministic nature of these models, our platform ensures that every message is slightly different, adding a human touch to the communication. Should users ever be unsatisfied with a generated response, the "Regenerate" button is at their disposal for instant revisions.
  4. Tailored Communications: With the option to add suggested opening and closing paragraphs, and the flexibility to choose between highlighting positive, negative, or both types of metrics, users have full control over the message's tone and content.
  5. Customizable Metrics Threshold: Our platform recognizes the importance of context. Therefore, users can set specific score thresholds for what they consider favorable or unfavorable metrics, ensuring the generated messages resonate accurately with their audience.
  6. User Email System: The email messages may be copied and pasted to the user's email system to ensure compliance with regulatory requirements.
  7. In-depth Metrics Selection: To provide a concise and impactful message, users can handpick individual metrics or characteristics to be included. This ensures messages remain focused and relevant, enhancing the effectiveness of the communication.

The AI feature is available at no added cost to users of the Plan Data Intelligence tool.

Timothy McCutcheon, publisher of stated, "We feel this unique new feature will help our users streamline their marketing efforts."

About provides financial professionals and CPAs working in the Employee Benefit Plan space business development and marketing analysis tools based on the proprietary database of benefit plans. This database includes all information derived from the Form 5500 filings and is augmented by proprietary metadata including operational benchmarking and verified emails. is also the leading provider of compliance resources in the industry. The company provides retirement plan administrators, plan sponsors and attorneys a complete product suite of on-line compliance products as well as it's highly popular free webcast series. These products provide users with easy access to compliance information and important retirement industry materials.

With a platform that combines robust search capability and a user-friendly interface, provides our customers with creative ways to win clients.


Timothy McCutcheon 612-605-2266

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Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.