Press Release

PlanPort Announces Formation of Technical Advisory Board with Distinguished Technology Leaders

Issued by PlanPort

Sept. 2, 2025

PlanPort, a cutting-edge retirement plan platform that brings together retirement industry knowledge with the benefits of AI technology, today announced the formation of its Technical Advisory Board, featuring Dr. David Bray, David Giambruno, and R "Ray" Wang. These distinguished leaders in technology, artificial intelligence, and cybersecurity will provide strategic guidance to accelerate PlanPort's mission to provide technological solutions that improve the efficiency of the retirement plan industry.

The advisory board brings together decades of high-level experience to provide input and insight to PlanPort's team as it continues to innovate and enhance its technological architecture. The board’s insights will be instrumental in expanding PlanPort’s solutions and delivering innovative technology to recordkeepers, advisors, and other retirement industry service providers.

"We are honored to have David, David and Ray providing their insights to PlanPort team," said David Levine, Founder of PlanPort. "Their unparalleled expertise and forward-thinking perspectives will be invaluable as we continue to push the boundaries of what's possible with  high-accuracy and enterprise solutions leveraging AI in the retirement space. This advisory board is a testament to our commitment to building a secure, scalable, and practical platform for our partners."

By combining deep industry expertise with advanced technology, PlanPort is poised to meet the evolving needs of the retirement industry stakeholders. The board's insight will help ensure that PlanPort’s technology streamlines processes, improves efficiency, and enhances the services that service providers offer to their clients.

About PlanPort

PlanPort provides cutting-edge solutions that transform retirement plan documents into actionable information and data. PlanPort's innovative technology streamlines operations, reduces costs, and improves decision-making for recordkeepers, plan sponsors, and advisors.

Contact

media@plandataai.com www.ppretirement.com

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