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 built to modernize how TPAs operate. Our AI-powered platform streamlines compliance, communication, trust accounting, and workflows—eliminating inefficiencies and helping TPAs scale, cut costs, and serve clients better.
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.
Learn More about Trust Accounting

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