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.
"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."
"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."
“Stax.ai...has allowed us to repurpose three full-time roles and measurably reduce transposition errors while confidently getting needed data into our systems.”
"Stax.ai is the most revolutionary thing the industry has seen in decades."
“In partnership with Stax.ai, we are harnessing the power of AI to revolutionize the redundant, daily tasks within the third-party administration industry.”
(The Retirement Advantage)
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.
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.