Responsible AI

AI you can put your name on.

You are a fiduciary, and we built PlanSync’s AI for that standard. You review its output, it cites its sources, your data stays private by default, and the audit trail records each step. You keep the judgment calls.

Our principles

How we build AI advisors can trust.

Six commitments shape each AI feature in PlanSync, so you can defend the output to a plan sponsor or a regulator.

Human in the loop

You decide what AI does on its own. PlanSync cross-checks extracted facts against the plan's Form 5500 before applying them, flags anything uncertain for you, and holds outbound messages for your review by default. You stay the final author.

Each answer is cited

When AI extracts a plan-design field or answers a question about a document, it shows the source page and a verbatim quote, so you can trace and review each output.

Your data is never training data

We do not train models on your plan, client, or participant data. We use your data to serve you, inside your account, and for nothing else.

Uncertainty gets flagged

When the AI is unsure, or a fact conflicts with another source, PlanSync flags it for you instead of applying it and shows you where to look.

Documented by design

PlanSync logs each AI-assisted change with its source in the audit trail your fiduciary process relies on.

You stay in control

Override any AI output, turn assistance off where you don't want it, and keep ownership of the workflow. AI handles the busywork, and you make the decisions.

Our commitments

What we commit to, in plain language.

  • We do not train AI models on your plan, client, or participant data.
  • AI outputs are reviewable by a human before they are saved or sent.
  • Extractions and answers are cited back to their source documents.
  • AI runs on the same SOC 2 Type II and ISO 27001 controls as the rest of PlanSync.
  • Confidence scores show you where the AI is uncertain.
  • The audit trail records each AI-assisted decision.
See it in the product

You can see these principles in the product. PlanSync extracts documents with citations, drafts communications for your review, and flags what needs your attention, all on the audit trail your fiduciary process relies on.

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