New noteWhat changes on January 1, 2027
Solidare AI — Technology built on solidarity

Industries · Administrators, trustees, the TPA and participant-services staff.

No PHI leaves the fund office. Nothing trains on your participants' data. The minutes show the questions were asked.

After Bridgeway, every trustee has a vendor story. Fiduciary duty is a duty of process: the six questions answered in writing, counsel's review of the contract, a named owner, and a report to the board.

Book a working conversation5-minute readiness check

WHAT YOU NEED TO HAVE READY

  • The six fiduciary questions, answered, in the minutes
  • Vendor contracts with training, retention, subprocessor, BAA and exit terms
  • The SPD and plan document an assistant is allowed to answer from
  • Remittance reconciliation and delinquency records
  • Form 5500 and the DOL cybersecurity answers

WHO WILL ASK FOR IT

  • EBSA — cybersecurity is an enforcement priority this year
  • Fund counsel
  • The auditor
  • The trustees
  • The fiduciary-liability carrier

HERE IT IS IN 3–4 WEEKS

Privacy & Security Review

3–4 weeks

The vendor scorecard, a BAA wherever PHI is touched, a human-review path for anything near a claim, and a one-page memo the trustees can read in the car.

Start with the Privacy & Security Review

What you hold

  • Participant demographics and eligibility
  • Claims, appeals and protected health information
  • Employer remittances, hours and delinquencies
  • Pension calculations and statements
  • Vendor contracts, the SPD and the plan document

What keeps you up at night

  • PHI in a tool that never signed a BAA
  • AI-flagged claims with no human review on the record
  • A participant chat assistant answering from the wrong plan document
  • A vendor's own AI, like a vendor's own email, becoming the hole
  • A decision with no minutes behind it

Where AI helps first

  • Remittance reconciliation agents that sort and flag; a person resolves
  • A plan-document assistant for participant-services staff, source shown
  • Plain-language benefit explanations drafted for review
  • Trustee briefings, the six questions and a board AI resolution
  • Vendor questionnaires and scorecards before the vote

How we usually start

Three ways in for benefit funds.

012–3 weeks

AI Readiness Review

Interviews with the people who do the work, a review across six areas (strategy, data, people, security, governance, workflow), and a written read on what's safe to start now.

  • A readiness scorecard across the six areas
  • Ranked list of use cases by hours saved and risk carried
  • One-page brief for your board, trustees or leadership
What you get →
033–4 weeks

Privacy & Security Review

Find where data is already flowing into AI tools, review who handles it, and fix the biggest exposures first.

  • Data map and shadow-AI inventory
  • Vendor data-handling review with scorecards
  • Private-versus-public decision by class of data
What you get →
06Ongoing

Managed AI Partnership

We keep what's running healthy, keep the rules current as AI and the law change, and sit in as your technology voice when decisions come up.

  • Monitoring and tuning of what we built
  • Policy and vendor updates as laws and tools change
  • Quarterly review with leadership, trustees or the board
What you get →

Reading for benefit funds

Benefit funds · June 16, 2026

What trustees should ask before a fund touches AI

A fiduciary does not need to understand the model. A fiduciary needs a record showing the questions were asked and answered. Here are the six.

Read the note · 3 min

Procurement · June 30, 2026

Ten questions to ask any AI vendor before you sign

The demo will be good. The contract is where the risk lives. Send these ten questions in writing and read the answers before the second call.

Read the note · 3 min

The standard we work to

  • Data that names a person stays inside your environment
  • A person approves anything that touches a person, a record or a dollar
  • Every AI use disclosed in plain language to the people it affects
  • Aligned to NIST AI RMF and designed to ISO/IEC 42001 structure; threat-modeled to OWASP and MITRE ATLAS
  • You own what we build and can leave with it
The seven commitments in full →

Other industries

Trade-union localsTraining funds & JATCsNonprofits & associationsPublic bodies & districtsContractors & field servicesProfessional firmsClinics & medical practices

Next step

Tell us what you hold and who you serve.

We'll tell you what AI should and shouldn't touch, and what to do first — in one conversation.

NO SALES DECK · NO OBLIGATION · ASK@SOLIDARE.AI

Book a conversationTake the readiness check