Pinnacle Plan Design, a third-party administrator specializing in retirement plans, has significantly improved its data collection process for IRS and DOL reporting requirements by integrating with Finch, a payroll integration service. Previously, Pinnacle faced challenges collecting payroll and census data from plan sponsors, as the process was cumbersome and prone to error, requiring sponsors to download, format, and upload data to the PensionPro system. With Finch, data is automatically pulled and formatted, reducing collection time by 43% and increasing client satisfaction. This seamless integration allows Pinnacle to focus more on consulting and compliance while assuring the quality of the data. The partnership with Finch not only benefits Pinnacle but also enhances the experience for sponsors, making data submission more efficient and fostering a collaborative relationship. As a result, Pinnacle plans to expand the use of Finch to onboard more sponsors, emphasizing the importance of efficient tools in maintaining strong client relationships and ensuring engagement throughout the retirement planning process.