How do you bring AI into retirement services without sacrificing accuracy, trust, or compliance?

In this episode of Decoding Growth, host Will Press sits down with David Levine, founder of Plan Port and principal at Groom Law Group, to explore how AI can support—not replace—human expertise in the retirement and financial services industry.

David shares his journey from tech enthusiast to legal expert to FinTech founder and breaks down how Plan Port acts as middleware, integrating with existing systems instead of disrupting them. Together, they discuss the real challenges facing TPAs, recordkeepers, and advisors, including staffing constraints, rising complexity, and the pressure to modernize responsibly.

If you’re navigating AI adoption in a regulated industry—or building technology for professionals who demand accuracy—this conversation is packed with practical insights and hard‑earned lessons.

🔑 What You’ll Learn:

Why accuracy matters more than speed in AI‑driven financial tools

How AI can close staffing and knowledge gaps without replacing people

What TPAs should ask before buying new retirement technology

The role of middleware in modern FinTech ecosystems

How founders can integrate into established infrastructure

Where AI fits—and where humans must stay in control

📌 Who this episode is for:

TPAs, recordkeepers, advisors, FinTech builders, founders, and anyone interested in the future of AI in retirement services.

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#SaaS #WealthTech #TPA #Recordkeepers

#HumanInTheLoop #DigitalTransformation

#PlanPort #DecodingGrowth #Podcast