WELCOME TO
OPTIMAL RETIREMENT PLAN ADMINISTRATION
WELCOME TO
OPTIMAL RETIREMENT
PLAN ADMINISTRATION
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ENHANCE EFFICIENCY, ACCURACY & SAVINGS—SO YOU CAN FOCUS ON PEOPLE, NOT PAPERWORK.
ENHANCE EFFICIENCY, ACCURACY & SAVINGS—SO YOU CAN FOCUS ON PEOPLE, NOT PAPERWORK.
Click to explore videos, key features, and use cases for our smart solutions.
How it works
How it works
How it works
Choose a platform
where your clients come first
Our solutions give you total control, enabling smarter, faster, and more accurate workflows—without sacrificing the human touch.
With Stax·ai, your data
and processes belong to you
Your operations are yours—protected from inefficiencies, errors, and redundant tasks. We ensure your business thrives by keeping your data secure and your productivity high.
Built on innovation, driven by purpose
At Stax·ai, our mission has been clear from the start: rehumanize essential industries overwhelmed by paperwork and monotonous tasks. Our groundbreaking suite of cloud-based automation and workflow solutions empowers TPAs to scale their operations efficiently, freeing them from manual processes.
Our journey began with Pinnacle Plan Design, our earliest partner and inspiration. By tackling the day-to-day challenges TPAs face, we discovered the profound impact our technology could make, revolutionizing the way retirement plans are managed.
Today, we remain committed to helping TPAs thrive, continually evolving our platform to meet the demands of a fast-paced industry, all while keeping people at the center of everything we do.
Unlock Your Potential.
Transform Your TPA Operations.
Unlock Your Potential.
Transform Your TPA Operations.
FEATURED
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.