Press Release

PlanPort Announces Direct Integration for ftwilliam Document System Users

Issued by PlanPort

Mar. 4, 2026

PlanPort, the leading platform for intelligent retirement plan document analysis, today announced a direct integration for ftwilliam¹ document system users. This new capability will seamlessly connect PlanPort's innovative data extraction technology and tools with one of the retirement industry's most widely used document platforms.

This direct integration allows ftwilliam.com users to directly export analyzed plan data from PlanPort into the ftwilliam system. By establishing this link, service providers can now effortlessly work with existing customer documents, plan templates, and other solutions within the ftwilliam ecosystem. This streamlined workflow eliminates manual data entry, bridging the gap between intelligent document analysis and document generation, ultimately enhancing accessibility and integration for retirement industry providers.

"We are thrilled to bring this direct integration to ftwilliam users," said David Levine, Founder of PlanPort. "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. By allowing seamless data export directly into the ftwilliam system, we are empowering service providers to utilize their existing customer documents and templates without the burden of manual, error-prone data transfer. We look forward to continuing our work to improve efficiencies and outcomes across the industry."

This integration, with additional integrations to follow, marks another significant step in PlanPort's mission to help address the challenge of interpreting, extracting, and utilizing information from complex retirement plans by combining deep industry expertise with advanced technology.  

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.

¹ ftwilliam.com and ftwilliam are registered trademarks of Wolters Kluwer N.V. and/or its subsidiaries.

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