SinglepointAI to power PensionPro’s automated onboarding feature — eliminating repetitive data entry, reducing errors, and accelerating the time it takes for retirement plans to go live
SinglepointAI, the intelligent data automation layer designed to simplify and connect the retirement plan ecosystem, and PensionPro, a leader in workflow management software for Third-Party Administrators (TPAs), today announced that SinglepointAI is now an integration partner with PensionPro. Validated in production, the integration powers PensionPro’s new automated onboarding feature—eliminating one of the most painful bottlenecks in retirement plan administration.
Onboarding plans swiftly and efficiently has long been a challenge for TPAs. Manual, repetitive data entry, missing documents, and error-prone workflows delay plan setup, frustrate employees and clients, and drain resources. SinglepointAI eliminates this friction by automating and streamlining data entry and workflows—packaging and transmitting plan data securely with speed, accuracy, and data integrity. PensionPro TPAs can now access the feature to complete their onboarding faster and more accurately—helping their plan sponsors go live sooner and improve the client experience.
“The SinglepointAI team is proud to deliver a production-ready solution that accelerates retirement plan administration. Onboarding has always been one of the toughest bottlenecks in the industry. We’re grateful to PensionPro and its TPA clients for being innovators and the first to bring SinglepointAI into production. This collaborative milestone proves that intelligent automation can eliminate that friction and help firms scale with confidence,” said Tom Loch, Co-Founder & CEO of SinglepointAI.
“What makes SinglepointAI especially unique is that it was intentionally designed to integrate seamlessly into existing systems—while delivering features no other solution offers—without requiring a heavy lift from IT resources.”
Built by retirement pros for retirement pros, SinglepointAI easily connects and adapts to existing workflows. For recordkeepers, SinglepointAI can package and deliver them the data they need in their preferred format—file, feed, or post—making integration lightweight and straightforward.
The launch comes at a critical moment. SECURE Act 2.0 incentives and state mandates are driving unprecedented plan growth. By automating onboarding, PensionPro and SinglepointAI help TPAs scale their businesses without adding headcount, while recordkeepers who adopt SinglepointAI further strengthen and accelerate the onboarding process by receiving data in a standardized fashion.
“PensionPro is constantly evolving to meet the needs of today’s TPAs, and this integration with SinglepointAI is a great example of that. By embedding automated onboarding into our platform, we’re helping our clients streamline one of the most time-consuming parts of plan administration. It’s a game-changing innovation that enables TPAs to operate more efficiently and elevate their business at a time when demand is only increasing,” said Darren Conner, Chief Operating Officer of PensionPro.
“We’re proud to partner with SinglepointAI to bring this innovation to our clients.”
