Revolutionizing TPA Operations with AI-Powered Automation

At Stax.ai, we empower retirement plan TPAs with AI-driven automation, streamlining workflows, enhancing efficiency, and driving business growth.

Mission
Empower TPAs. Unleash Potential.
Vision
Revolutionize Work. Rehumanize Processes.

About Us

Stax.ai was founded with a bold vision: to modernize and automate the way retirement plan TPAs manage their operations. Built specifically for the retirement industry, our AI-powered platform streamlines compliance, client communication, trust accounting, and workflow automation—eliminating inefficiencies and empowering TPAs to scale. Today, we serve leading TPAs nationwide, helping them increase productivity, reduce costs, and deliver superior service to plan sponsors and participants.

Join our Team
"Stax.ai’s modern portal design is the unicorn I’ve been searching for. Plan sponsors, financial advisors, payroll vendors, and compliance consultants all seamlessly have access to the information they need...This is a game changer."
Christopher Tipper
CEO, Hunter Benefits Consulting Group
"Stax.ai has transformed how we serve our clients by automating time consuming
tasks and freeing our team to focus on...delivering exceptional client service and driving real value. The company’s relentless innovation and development of cutting-edge solutions continue
to revolutionize our operations."
Matthew Reimer
Managing Partner, MAP Retirement
“Stax.ai...has allowed us to repurpose three full-time roles and measurably reduce transposition errors while confidently getting needed data into our systems.”
Tom Tsaris
APA, CEO, Nexus Administrators, Inc.
"Stax.ai is the most revolutionary thing the industry has seen in decades."
Norman Levinrad
Chief Actuary, Economic Group Pension Services (EGPS)
“In partnership with Stax.ai, we are harnessing the power of AI to revolutionize the redundant, daily tasks within the third-party administration industry.”
Michelle Zentner
QKA®, RPA, Vice President of Operations, TRA
(The Retirement Advantage)

TPAs are the backbone of retirement administration, but manual tasks and inefficiencies slow them down

Stax.ai empowers them to automate, scale, and deliver exceptional service.

Our Products

Stax.ai is the AI-powered operating system for TPAs, automating workflows, streamlining compliance, and enhancing efficiency—helping firms scale and succeed.

Streamline client experience and plan administration with one seamless system.

Learn more about CX

Automate your Census Workflow.

Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.

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