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Third Party Administration Platform
Status: Roadmap (2026-2027) An AI-powered platform designed specifically for ESOP third-party administrators. Built to automate routine tasks, enhance accuracy, and scale operations efficiently.The Vision
Transform ESOP administration through intelligent automation and AI agents that handle:- Census processing and validation
- Compliance testing and monitoring
- Report generation and customization
- Participant communications
- Document management
Core Capabilities
Automated Census Processing
Intelligent data handling:- Automated data ingestion from payroll systems
- AI-powered validation and error detection
- Smart reconciliation with prior year data
- Automatic corrections for common issues
- Exception highlighting for manual review
Compliance Testing
Continuous compliance monitoring:- Automated coverage testing
- Non-discrimination testing (ADP/ACP)
- Top-heavy determination
- Contribution limit tracking
- Real-time compliance alerts
Report Generation
Customizable, automated reporting:- Participant statements
- Trustee reports
- Plan sponsor dashboards
- Regulatory filings (5500, 1099-R)
- Custom analytics and insights
Participant Support
AI-powered participant experience:- 24/7 chatbot for common questions
- Automated statement delivery
- Distribution request processing
- Beneficiary management
- Educational resources
Agent-Driven Workflows
Intelligent automation:- Census agents that learn from corrections
- Compliance agents that monitor continuously
- Communication agents that personalize outreach
- Document agents that organize and retrieve
- Audit agents that ensure accuracy
Benefits for TPAs
Operational Efficiency
- Reduce manual work by 60-80%
- Faster turnaround on deliverables
- Scale without headcount growth
- Focus on advisory services
Improved Accuracy
- AI validation catches errors early
- Consistent processing across plans
- Audit trail for all actions
- Compliance confidence
Enhanced Service
- Faster response times
- Better client experience
- Proactive issue identification
- Modern interfaces
Competitive Advantage
- Differentiated offering
- Higher margins on administration
- Ability to serve more clients
- Technology leadership
Technology Architecture
AI Agent System
Specialized agents for:- Data processing and validation
- Compliance monitoring
- Report generation
- Participant communication
- Workflow orchestration
Integration Capabilities
Connect with:- Payroll systems (ADP, Paychex, etc.)
- Recordkeeping platforms
- Valuation providers
- Document management systems
- Email and SMS systems
Security & Compliance
- SOC 2 Type II compliant
- Bank-level encryption
- Role-based access control
- Complete audit trails
- Regular security audits
Pricing Model (Proposed)
Per-Participant Pricing
Scalable, predictable costs:- $10-25 per participant per year
- Based on plan complexity
- All features included
- Volume discounts available
White-Label Option
For enterprise TPAs:- Custom branding
- API access
- Dedicated infrastructure
- Premium support
- Custom development
Roadmap
Planned development:- 2026 Q1-Q2: Research & design phase
- 2026 Q3-Q4: Core platform development
- 2027 Q1-Q2: Beta testing with select TPAs
- 2027 Q3: General availability
Join Our Design Partners Program
We’re seeking 3-5 forward-thinking TPAs to help shape this platform: Benefits:- Shape product features
- Early access to technology
- Preferred pricing
- Direct access to development team
- Competitive advantage
Apply to be a Design Partner
Express interest in partnering
Why Village Labs?
Deep ESOP Expertise
Our team combines:- Years of TPA experience
- Advanced AI capabilities
- Understanding of DOL/IRS requirements
- Knowledge of industry pain points
Proven Technology
- Battle-tested repurchase forecasting
- Enterprise-grade AI platform
- Successful automation track record
- Trusted by industry leaders
Partnership Approach
- Work with TPAs, not against them
- Enhance your practice
- White-label options available
- Ongoing support and training
Get Updates
Stay informed about development progress and launch plans:Get Development Updates
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Questions?
Learn More
Contact us about the TPA platform