Press Release

Kevin Crain Joins PlanPort to Lead Recordkeeper Sales Initiatives

Issued by PlanPort

Apr. 15, 2025

PlanPort is pleased to announce that Kevin Crain has joined the company to consult and lead its large recordkeeper sales initiatives. Crain brings over forty years of industry experience to PlanPort, having held key leadership roles at major financial institutions. 

Crain's extensive background includes a proven track record of success in driving growth and building strategic partnerships within the retirement plan industry. His expertise will be instrumental in expanding PlanPort's reach and delivering its innovative solutions to a wider audience of recordkeepers. 

"I am incredibly excited to join PlanPort and be part of a team that is revolutionizing the retirement plan industry," said Crain. "I was drawn to PlanPort by its cutting-edge AI-powered technology, which provides a unique and powerful solution to the complex challenge of converting retirement plan documents to actionable information and data. This technology is truly a game-changer, and I believe it has the potential to transform the way recordkeepers operate." 

"It is great to have Kevin with his long track record of industry experience and success helping to drive PlanPort's growth as we continue to rapidly scale," said David Levine, Founder of PlanPort. 

PlanPort's technology streamlines the process of managing and analyzing retirement plan documents, enabling service providers to improve efficiency, reduce costs, and enhance the services they provide to their clients. Crain's deep understanding of the recordkeeping landscape will be invaluable in helping PlanPort to further develop and deploy its solutions to meet the evolving needs of the market. 

About PlanPort 

PlanPort provides cutting-edge, AI-powered 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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