Press Release

PlanPort Announces Expansion to 403(b) Plans

Issued by PlanPort

May 6, 2025

PlanPort, a cutting-edge retirement plan solutions provider for industry service providers, today announced its expansion to 403(b) plans. This expansion will bring PlanPort's innovative technology and efficient solutions to a new segment of the retirement plan market.

PlanPort's technology incorporates extensive knowledge of the operation of 403(b) plans and cutting-edge AI solutions to provide an efficient and streamlined experience for advisors, consultants, recordkeepers, third party administrators and other service providers. This approach simplifies the complexities often associated with reviewing 403(b) plan documents, offering a user-friendly platform that enhances accessibility and understanding and integration with other resources used by retirement industry providers.

"We are excited to announce this expansion to 403(b) plans, less than two months after our initial launch of our 401(k) solution," said David Levine, Founder of PlanPort. "We are making rapid progress on additional solutions for all types of plans in the retirement plans market. We look forward to continuing to partner with the members of the robust retirement ecosystem to improve efficiencies and outcomes across the industry."

PlanPort's expansion to 403(b) plans marks a significant step in the company's mission to help address the challenge of interpreting and extracting information from complex retirement plans. By combining deep industry expertise with advanced technology.

About PlanPort

PlanPort is a technology company focused on providing innovative solutions for the retirement plan industry. By leveraging cutting-edge AI and extensive industry knowledge, PlanPort delivers efficient, user-friendly, and cost-effective solutions for plan sponsors and participants.

Contact

media@plandataai.com

www.ppretirement.com

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.