PlanSync AI Information

PlanSync is building the modern operating system for 401(k) advisors. Managing dozens of plans, coordinating with multiple stakeholders, and staying compliant shouldn’t require outdated tools and manual processes. That’s why we created PlanSync—an AI-powered platform designed to centralize, streamline, and elevate every aspect of fiduciary plan management. With PlanSync, advisors can: - Consolidate all plan data, documents, and touchpoints into a single, secure hub - Instantly generate compliant quarterly and annual reports - Monitor fiduciary requirements and investment performance with ease - Enhance communication with TPAs, sponsors, and recordkeepers - Uncover new participant opportunities for individual wealth growth Built by former advisors and automation engineers, PlanSync is sleek, intuitive, and enterprise-ready. We're trusted by advisors managing hundreds of plans—and we're just getting started. Let’s build the future of 401(k) plan management—for everyone.