Thomas Loch

About Thomas Loch

Experienced FinTech and Retirement Services Executive | Platform Architect | Data…

Experience

1. CEO and Founder

   Singlepointai Inc

   Jul 2023 — Present · FL, US

   With over 30 years of experience in the retirement plan industry, I have a proven track record of driving innovation in 401(k) plan operations, sales, and technology. As the CEO of SinglepointAI Inc, I lead a team of domain experts and AI/machine learning technologists to revolutionize retirement plan administration. Our mission is to enhance the accessibility of retirement solutions for small employers and their employees while delivering cutting-edge automation to TPAs, recordkeepers, and financial advisors.I have a keen eye for innovation and a deep understanding of the challenges faced by plan providers. By leveraging AI-driven automation, my focus is on streamlining complex processes, improving efficiency, and ensuring compliance in an evolving regulatory landscape. Under my leadership, SinglepointAI has developed a powerful AI-powered data automation platform that transforms the way 401(k) plans are onboarded, converted, and managed. As the platform evolves, we will extend to further use cases in the near future. The future implementation of Agentic processes will continuously improve the automation and services provided by our platform.Our proprietary technology employs advanced machine learning algorithms to extract, interpret, and normalize data from diverse document formats with unparalleled accuracy. The platform’s adaptive smart template system minimizes manual input, accelerates workflows, and seamlessly integrates with existing recordkeeping and administration systems. With robust compliance checks and data security measures, SinglepointAI provides a scalable, future-proof solution that gives plan providers a competitive edge.At the core of our strategy is empowering the 401(k) administrative services market by creating seamless integrations between TPAs, recordkeepers, and broker-dealers. We are committed to driving scale, accuracy, and compliance while making retirement plan administration more efficient and accessible for all stakeholders.

Skills

• Retirement
• 401k Rollovers
• Financial Planning
• Asset Allocation
• Mutual Funds
• Benefits Administration
• Wealth Management
• 401k
• Pension Funds
• Employee Benefits
• 401(K) Retirement Savings Plans
• Financial Services
• Financial Advisory
• Pensions
• Investment Advisory
• Retirement Planning
• Series 7
• 408(B)(2)