Press Release

PlanPort Delivers Targeted AI Capability to Support Ascensus Plan Document Review

Issued by PlanPort

Apr. 16, 2026

PlanPort, the leading platform for intelligent retirement plan document analysis, today announced that Ascensus, the engine at the center of America’s savings ecosystem, has begun using PlanPort’s AI-enabled platform to support select operational workflows related to retirement plan document review.

The capability is designed to help streamline document processing while maintaining Ascensus’ existing review standards and robust quality controls. By leveraging PlanPort’s technology, Ascensus is able to reduce time spent on repetitive aspects of document review and focus more resources on higher-value work that supports its clients and retirement savers.

"Ascensus’ confidence in our technology is incredibly encouraging and serves as a powerful validation of our mission," stated David Levine, Founder of PlanPort. "We created PlanPort to increase efficiency in the retirement industry with an intelligent and intuitive solution. We look forward to this collaboration and to facilitating Ascensus’ support of its customers and retirement savers."

“Technology plays an important role in helping us scale thoughtfully and effectively,” said Tami Evanson, IT SVP at Ascensus. “PlanPort’s solution supports select operational workflows and enables our teams to spend less time on repetitive review tasks while maintaining the quality and controls our clients expect.”

Since its launch in March 2025, PlanPort has seen adoption by a wide range of industry stakeholders supporting 401(k), 403(b), 457(b), and defined benefit plans. The PlanPort platform’s rapid growth is a testament to the industry's need for modern, flexible solutions that simplify plan administration for advisors, third-party administrators, and recordkeepers. The rapid adoption of PlanPort’s solution highlights its immediate impact and effectiveness in the market.

About Ascensus

Ascensus is the engine at the center of America’s savings ecosystem. The company makes saving easier by bringing together intuitive technology, AI, and high-touch service that supports better financial outcomes for savers, small- to mid-sized businesses, state governments, and leading financial institutions. Ascensus offers comprehensive qualified and nonqualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate- and bank-owned life insurance solutions, as well as fiduciary and total rewards services. The company supports over 16 million savers, oversees $932+ billion dollars in assets under administration, and employs more than 5,000 associates as of December 31, 2025. For more information, visit ascensus.com.

About PlanPort

PlanPort is an innovative technology company dedicated to simplifying the complexities of retirement plan management. Its industry knowledge-driven platform provides a comprehensive suite of tools designed to streamline workflows, ensure compliance, and enhance collaboration between all industry partners, ultimately helping more Americans save effectively for retirement.

Contacts

Media@ascensus.com media@plandataai.com www.ppretirement.com

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