SinglepointAI is a human-centric AI platform for smarter, faster, and more efficient retirement plan administration.
A seamless integration built by insiders – automating and connecting workflows, systems, and the people that power them.
What is SinglepointAI
Designed with intelligent automation, SinglepointAI is purpose-built to simplify, streamline and connect
retirement administration – at scale.
SinglepointAI helps retirement service providers eliminate systemic inefficiencies, reduce operational friction, and cut down on manual processes—enabling increased Intelligent Intake, accuracy, and connectivity.
Integrates with existing systems through a modern API. By bridging the data gap between TPAs, recordkeepers, and document systems, it connects workflows, systems, and the people who power them.
Simplified workflows, accelerated onboarding, and better collaboration enables a well-connected ecosystem with faster, more accurate outcomes and an enhanced plan sponsor experience.
Why SinglepointAI
SinglepointAI removes the bottlenecks that slow down retirement plan onboarding and administration.
Designed by people who’ve lived the operational grind and understand the pain points of plan onboarding,
takeovers, and data workflows, it pairs purpose-built AI with deep industry expertise to help TPAs and recordkeepers:
Improve speed, accuracy, and coordination across workflows
Connect siloed, disconnected systems
Stay secure, increase capacity and scale
Enhance service delivery without overburdening teams
Key benefits
Speed. Accuracy. Connectivity.
How it works: in 3 steps
1
Capture
Once
Plan data is collected through a streamlined, intelligent intake process.
2
Automate Workflows
AI validates, and structures the data – populating forms and fields – eliminating rekeying and reducing back-and-forth.
3
Connect Seamlessly
Data is securely and automatically routed to target systems –accurately and on time.
Why now: the surge has started
Fueled by SECURE Act 2.0 incentives and state mandates,
retirement plan growth is expected to surge.
Projections show:
1 million+
total plans by 2029
Representing at 40% growth from 9.30.2024
This isn’t business as usual. Legacy, manual workflows won’t keep up.
The time to modernize is now.