Press Release

PlanPort Announces Support For Defined Benefit Plans and High Volume Customers

Issued by PlanPort

Oct. 20, 2025

PlanPort, the leading platform for intelligent retirement plan document analysis, today announced a major expansion of its capabilities.  PlanPort now provides comprehensive support for defined benefit plans and is also launching a new, API-driven mass document upload feature designed for its high-volume enterprise clients.

The expansion into the defined benefit space brings PlanPort’s powerful industry-knowledge based data extraction and review solution to a new and complex segment of the retirement industry. PlanPort is now equipped to process and interpret a wide array of defined benefit and defined contribution plan documents with high accuracy. PlanPort’s defined benefit plan expansion includes support for traditional defined benefit plans, cash balance pension plans, and complex statutory governmental defined benefit plan documents. Administrators, actuaries, and advisors can now streamline onboarding, compliance reviews, and administration for their entire book of business.

In direct response to feedback from high volume users, PlanPort has also unveiled a new mass upload functionality. This feature allows users to programmatically submit thousands of plan documents directly into the PlanPort system via its robust API. This new intake method is designed to pair seamlessly with PlanPort’s existing highly flexible API output, enabling clients to create a complete end-to-end automated workflow for document ingestion and data extraction. This functionality significantly reduces manual effort and accelerates large-scale projects, such as M&A due diligence and platform-wide compliance checks.

"Our mission is to bring efficiency to the entire retirement plan ecosystem in a way that helps companies and their subject matter experts provide maximum value to their customers and today’s announcement is a huge step forward," said David Levine, Founder of PlanPort. "The expansion into defined benefit plans was a natural and necessary evolution, allowing us to serve a critical part of the market that has long dealt with manual, error-prone document review processes. Furthermore, our new bulk upload API was developed in direct response to the needs of high-volume customers. We were asked for a way to streamline the analysis of thousands of documents at scale, and by pairing this new functionality with our existing data output API, we are providing them with an unparalleled tool for automation and efficiency."

About PlanPort

PlanPort is a leading technology company transforming how the retirement industry interacts with plan data. Leveraging industry knowledge, technological skill and AI resources, the PlanPort platform intelligently reads and analyzes complex retirement plan documents, extracting critical data points to ensure compliance, streamline administration, and reduce operational risk. PlanPort is committed to delivering innovative solutions that drive accuracy, efficiency, and growth.

Contact

media@plandataai.com

www.ppretirement.com

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