The operating system for retirement plan advisors.

Run plans from one system of record, win new ones, and guide the people in them through retirement.

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PlanSync 360
Plan Overview
Total assets
$2.4B
Participants
8,412
Plan
AUM
Acme Corporation 401(k)
Acme Corporation
$42.1M
Meridian Group 401(k)
Meridian Group LLC
$18.7M
Northside Medical Profit Sharing
Northside Medical Group
$63.4M
Cascade Holdings 401(k)
Cascade Holdings Inc.
$27.9M
  • Built by practicing retirement plan advisors
  • SOC 2 Type II audited
  • ISO/IEC 27001 certified

Your plan data lives in four places.

Most of it reaches you too late to act on.

Recordkeeper
A participant terminates
You hear about it
Next quarterly file
Payroll
Deferrals drop to 0%
You hear about it
When someone checks
Fiduciary tools
A fund goes on watch
You hear about it
At the next review
Inbox
The sponsor sends a new SPD
You hear about it
When you find it

Built around the plan, not the contact.

Open one record and see the plan's whole history.

Plan record
Harbor Manufacturing 401(k)
Participants
214
Assets
$18.4M
Form 5500
Filed for 2025
Next review
Q4 committee
  • Sponsor
    HR and payroll contacts
  • Committee
    Members, charter, meeting history
  • Service providers
    Recordkeeper, TPA, auditor, fees
  • Participants
    From payroll or a census upload
  • Investments
    Fund lineup with fi360 data
  • Documents
    Facts cited to the page
  • Meetings & touchpoints
    Minutes, emails, calls, follow-ups
  • Prospect history
    The 5500, score and campaign
PlanSync 360

Every plan, one record.

PlanSync 360 reads plan design from your documents, turns meetings into minutes, and keeps each plan's requirements on its record.

Learn more about PlanSync 360
360Harbor Manufacturing 401(k)
OverviewPlan DesignMeetingsRequirementsService ScheduleDocuments
Plan designPlan document, 2024 restatement
Eligibility
Age 21 and 3 months of service
p.14
Employer match
100% of the first 4% deferred
p.22
Vesting
3-year cliff on match
p.27
Auto-enrollment
6%, rising 1% a year to 10%
p.18
Loans
One loan outstanding at a time
p.31
Plan year
Calendar year
p.3
Documents
Plan documentSPDIPS408(b)(2) disclosure2025 Form 5500
Meeting history6 meetings
  • Q3 committee meeting · Jul 14Minutes approved
  • Q2 committee meeting · Apr 9Minutes approved
  • Annual fee review · Jan 22Minutes approved
Requirements3 open
  • Annual fee benchmarkingDue Oct 31
  • IPS reviewDue Nov 15
  • Investment menu reviewDue Dec 1
Q4 committee meeting
Teams transcript imported → Minutes drafted
Follow-up email and 4 suggested requirements
Review minutes
  • Plan design from documents
    Each value cited to its source page.
  • Meetings to minutes
    Teams transcripts become minutes and follow-ups.
  • Requirements and service schedule
    Each plan's obligations and due dates.
  • Cited document answers
    Ask a question and open the source page.
Viserly

Know the day it happens.

Viserly flags terminations, 59½ birthdays and RMD dates from payroll or census data, and drafts the email for your review.

Learn more about Viserly
ViserlyReview queue
All triggersTerminationAge 59½RMD date3 drafts waiting
  • Jordan Alvarez · TerminationDraft ready
  • Mei Chen · Age 59½Draft ready
  • Robert Okafor · RMD dateDraft ready
  • Priya Nair · TerminationOpened
  • Tom Becker · Age 59½Replied
  • Alicia Moreno · Catch-up age 50Sent
  • Sam Whitfield · TerminationReplied
  • Grace Liu · New hireSent
  • Hannah Brooks · Age 59½Opened
  • Derek Yu · RMD dateReplied
Draft · Jordan Alvarez · waiting for your review
Your Harbor Manufacturing 401(k) after your last day

Hi Jordan, now that you have left Harbor Manufacturing, you have a few choices for your 401(k) balance.

Edit draftSend from Outlook
  • Termination, 59½ and RMD triggers
    Flagged from payroll or census data.
  • Review-first drafts
    Each draft waits in your review queue.
  • Send from Outlook or Gmail
    Email goes out from your own mailbox.
  • Rollover workflows with e‑sign
    Plan-vs-IRA comparison and a signed PDF.
  • Opens and replies tracked
    See who opened and who replied.
“I can't believe how much time we've saved since switching to PlanSync.”
Andrew Wilson, 401(k) Associate, Narwhal Capital
Prospecting

Find your next plan.

Search Form 5500 filings on a map, see why each plan scores 0 to 100, enrich decision-makers, and start a campaign from your mailbox.

Learn more about Prospecting
ProspectForm 5500 search
Ohio100 to 500 participants$5M to $25MWithin 50 mi of 43215
Lakeside Tool & Die 401(k)
Columbus, OH · 162 participants
84
of 100

Why this plan: late contributions on the 2025 Form 5500; size fits your criteria.

Dana Ruiz, CFOEmail and phone enriched
Save to groupStart campaign
  • Map and ZIP radius search
    Filter by state, assets, participants, provider.
  • 0 to 100 opportunity score
    With the reasons behind each score.
  • Fee comparisons
    Compare current and proposed fees against Form 5500 peers.
  • Contact enrichment
    Emails and phone numbers for decision-makers.
  • Campaigns from your mailbox
    Multi-touch sequences sent under your name.
  • Deals board
    Track the opportunities you open.
AI Assistant

Ask your book anything.

Ask about any plan and get answers cited to the source page, or connect Claude, ChatGPT or Copilot through MCP.

Learn more about AI Assistant
AI AssistantAsk PlanSync · your book, 47 plans
Which plans have a Form 5500 due next month?
Three plans have a Form 5500 due next month.
  • Harbor Manufacturing 401(k)Extension on file, due Oct 15Form 5558 · p.1
  • Meridian Group 401(k)Extension on file, due Oct 15Form 5558 · p.1
  • Lakeside Tool & Die 401(k)Plan year ended Mar 31, due Oct 31Form 5500 · p.1
Ask about any plan or document
Cited to source
  • Cited answers
    Each answer links to its source page.
  • Document chat
    Ask questions of any plan file.
  • Meeting minutes and follow-ups
    Drafted from the transcript for your review.
  • MCP connector for Claude, ChatGPT and Copilot
    Your plan data in the assistant you use.
Integrations

Integrations that let you keep your tools.

PlanSync integrates with 24 tools your team already uses, from CRMs and email to meetings, file storage and AI assistants, with the plan record at the center.

OutlookOutlook
GmailGmail
TeamsTeams
ZoomBeta
Google MeetGoogle Meet
SalesforceSalesforceBeta
WealthboxWealthboxBeta
HubSpotBeta
Dynamics 365Dynamics 365Beta
OneDriveOneDrive
SharePointSharePoint
Google DriveGoogle Drive
Box
Egnyte
DocuSign
fi360
InstantlyInstantly
lemlistlemlist
ApolloApollo
Zapier
ClaudeClaude
ChatGPTChatGPT
CopilotCopilot
GeminiGemini

Don't see your tool? Tell us what to connect next.

Request an integrationConnectors & MCP
MCP connector

Your plan data, inside the AI you already use.

Connect Claude, ChatGPT, Copilot or Gemini to PlanSync once. Your assistant then answers from your real book, not the open web, and does the work with your approval.

How the connector works about the MCP connector

Example: you ask your AI assistant which plans have requirements due this month. The PlanSync MCP connector checks that it is signed in as you, reads your plans and requirements, and the assistant answers. You then ask it to log a call, and it saves a touchpoint and a requirement to the plan record.

  • No copy and paste
    Stop exporting plan data into a chat window. Your assistant reads it from PlanSync directly.
  • Answers from your book
    Plans, requirements, documents, contacts and participant summaries, for one plan or all of them.
  • Prospecting in the same chat
    Search Form 5500 filings by state, assets and participants, and pull up your prospect groups.
  • The work gets logged
    Log a touchpoint or create a requirement from the conversation. Saving is off unless you allow it when you connect.
  • Your permissions, enforced
    Sign in with your PlanSync login over OAuth. The assistant sees only what you can see, with no API keys to manage.
  • The AI your firm already chose
    Claude, ChatGPT, Microsoft 365 Copilot, Gemini, Cursor, Perplexity, or any MCP-compatible tool.
Try asking
  • Which of my plans have requirements due this month?
  • What does the Harbor Manufacturing plan document say about the match?
  • Find 401(k) plans in Ohio with $10M to $50M in assets.
  • Log today's call with the Harbor committee and add a follow-up to send the fee benchmark.
Works inClaudeChatGPTCopilotGeminiand more

Serve twice the plans without twice the work.

“Top advisors are managing their sales pipeline and client service activity with an Excel spreadsheet, even if they have access to Salesforce or other tools! … PlanSync is what advisors are asking for.”
Robin Green, President, WinMore Plans
“PlanSync houses all my 401(k) plan data in one place, gives me a template to follow for plan compliance requirements, and takes the due diligence report writing down to almost nothing. This tool is the best solution I have seen!”
David Wright, Founder, Capital Insurance & Financial Services

Security

  • SOC 2 Type II audited
    Controls tested by an independent auditor.
  • ISO/IEC 27001 certified
    Information security managed to the international standard.
  • No training on your data
    We don't train AI models on plan or participant data.
Visit the Trust Center

Fix the retirement plan industry's data problem, so data helps people retire.

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