Deep fiduciary experience, paired with real build depth.
PlanSync is built by a team that pairs decades of retirement-plan expertise with genuine AI and software engineering. The advisors and board members who guide us have lived every pain point in this work. The founders built the platform around what they learned from them.
Advisors and operators who have lived this work.
Every decision in the product is pressure-tested against people who have spent careers inside retirement plans: advising committees, running due diligence, and carrying fiduciary responsibility.
35+ years advising retirement plans; former plan committee chair.
ERISA and fiduciary governance; built and sold an RPA practice.
Two decades in recordkeeping and plan operations at national scale.
Career 401(k) specialist; ran investment due diligence for hundreds of plans.
Wealth and retirement convergence; led a multi-advisor RIA.
TPA and compliance background; deep SECURE 2.0 implementation work.
Built by people who went deep on the problem.
A rare pairing the industry seldom sees: serious AI and engineering depth on one side, and a genuine, ground-level understanding of the advisor's day on the other.
Spent an internship inside a retirement-plan practice with decades in the business and saw the daily reality firsthand: dozens of plans, thousands of participants, and tools frozen in time. Built PlanSync to be the operating system that work always deserved, in close partnership with the advisors who live it.
Came from AI research and full-stack engineering, and turned that depth toward a domain where trust is everything: source-cited extraction, confidence scoring, and a record an advisor can defend. Believes AI earns its place by making the human faster, never by taking the judgment.
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