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

Automate statement sorting, renaming, and filing with real-time reconciliation.

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