Press Release

ASC Partners with PlanPort, Decreasing the Manual Workload of Plan Takeovers, Mergers and Acquisitions

Issued by ASC

Oct. 15, 2026

API integration connects ASC’s web-based Plan Document Generation & Management System with PlanPort’s intelligent analysis for document onboarding.

West Palm Beach, Florida — Actuarial Systems Corporation (ASC), a leading provider of retirement plan administration software solutions, today announced an integration partnership with PlanPort, an AI-enabled platform for retirement plan document analysis and onboarding.

Through the partnership, PlanPort will use ASC’s API technology to securely connect with ASC’s web-based Plan Document System. The integration enables plan document data to flow from PlanPort into ASC’s plan document system and vice versa. PlanPort analyzes plan documents from any provider.

“The ASC and PlanPort integration brings many benefits,” explains Sheryl Stucky, Executive Vice President of ASC. “With this integration our mutual clients can exchange data efficiently and create the workflows that suit them best.”

For third-party administrators (TPAs) and recordkeepers using both systems, the integration offers benefits including:

• Faster takeover onboarding. PlanPort reviews incoming plan documents and flags provisions that fall outside the TPA’s or recordkeeper’s preferred design, so staff can focus their review where it matters most.

• Less re-keying into ASC. Once a plan design is approved, PlanPort maps the provisions and loads them directly into ASC’s plan document system, reducing redundant data entry and the errors that come with it.

• More efficient plan merger review. PlanPort’s comparison tools help identify potential protected benefits and plan differences for review by TPA and recordkeeper experts.

“Our integration with ASC gives mutual customers a faster way to onboard takeover plans and review plan mergers, with their own experts making the final call,” said David Levine, Founder of PlanPort.

ASC and PlanPort share a focus on reducing manual processes and helping retirement plan professionals manage increasingly complex information more efficiently.

About ASC

Actuarial Systems Corporation (ASC) is an industry leader in providing innovative intelligent automation for retirement plan software. Approximately 50% of all 401(k) accounts are tested or administered using an ASC system. Systems include Retirement Plan Documents, DC/401(k) Recordkeeping and Administration, DB Valuation, Compliance Testing, Single Step Processing, 5500 Forms, CRMs, APIs and other enterprise-level tools. All products share data, facilitating the reduction of errors and elimination of duplicate data entry. A fully hosted, web-access option is available for all products. ASC also offers ERISA Consulting and Continuing Education.

Learn more: https://www.asc-net.com

About PlanPort

PlanPort is an innovative technology company dedicated to simplifying the complexities of retirement plan management. Launched in 2025, its industry-leading platform, which embeds deep retirement plan expertise, analyzes 401(k), 403(b), 457(b) and defined benefit plan documents from any provider and is used by recordkeepers, third-party administrators and advisors. The platform provides a comprehensive suite of tools designed to streamline workflows, support compliance, and enhance collaboration between all industry partners, ultimately helping more Americans save effectively for retirement.

Learn more: https://ppretirement.com/

Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.