Plan documents hold more intelligence than most people realize—if you know how to unlock it.

In this episode of Decoding Growth, we explore how PlanPort uncovers the hidden logic, rules, and decisions embedded in SPDs, amendments, and other complex plan materials. Founder David Levine breaks down how AI can interpret dense plan language, reduce manual review time, and support TPAs, record keepers, and advisors with greater accuracy and consistency.

We dive into the role of responsible AI, why human oversight still matters, and how PlanPort blends automation with expert judgment to support retirement service professionals at scale. From legacy system challenges to real operational use cases, this conversation reveals how AI can transform workflows without replacing the people behind them.

Listen to learn how PlanPort is redefining intelligence within plan documents—and why it matters for the future of retirement services.

00:00 Introduction 00:23 Meet Your Host: Will Press 01:09 Guest Introduction: David Levine 02:28 The Origin of PlanPort 03:54 Innovations in the Retirement Industry 05:46 Real Use Cases of PlanPort 14:14 Accuracy and Flexibility in AI 25:34 Industry Staffing Challenges 29:26 Why Human Oversight Matters 33:17 PlanPort’s Middleware Approach 36:41 Advice for New Ventures 45:36 Customer Feedback & Iteration 50:47 Future Trends & Final Thoughts 54:19 Closing Remarks

#PlanPort #FinTech #RetirementServices #AI #ArtificialIntelligence #DocumentAutomation #TPA #Recordkeepers #FinancialAdvisors #B2BTech #RetirementTech #HumanInTheLoop #DecodingGrowth #Podcast