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We're dedicated to partnering with TPAs to enhance efficiency, accuracy, and savings—offering a rehumanized approach to retirement plan administration.
We're dedicated to partnering with TPAs to enhance efficiency, accuracy, and savings—offering a rehumanized approach to retirement plan administration.
We're dedicated to partnering with TPAs to enhance efficiency, accuracy, and savings—offering a rehumanized approach to retirement plan administration.
We're dedicated to partnering with TPAs to enhance efficiency, accuracy, and savings—offering a rehumanized approach to retirement plan administration.
Active listening, learning, and exploration have led to our greatest feat yet: a first-of-its-kind, all-in-one solution that elevates TPA performance and streamlines operations.
Active listening, learning, and exploration have led to our greatest feat yet: a first-of-its-kind, all-in-one solution that elevates TPA performance and streamlines operations.
Active listening, learning, and exploration have led to our greatest feat yet: a first-of-its-kind, all-in-one solution that elevates TPA performance and streamlines operations.
Active listening, learning, and exploration have led to our greatest feat yet: a first-of-its-kind, all-in-one solution that elevates TPA performance and streamlines operations.
Client Portal
Modern custom-branded client portal UI for payroll connection management, plan contact access, and task management.
Inbox
Upgrade your Outlook or Gmail account with TPA-centric smart replies, email thread summaries, project tasks, updates, and more.
Payroll
Payroll integrations with 200+ providers for automated census management and AI payroll report scraping for unsupported providers.
To-do
AI-powered workflow automation and project management to let your team focus on what matters most.
Dashboard
Customizable reporting and dashboards on all data.
CRM
Smart CRM with automated email linking, message summaries, and pulse reporting. Easily manage 401(k) provisions, participant cards, and stay on top of tasks with inbox summaries and automated responses.
Payroll
Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.
Inbox
Client portal
to-do
Dashboard
CRM
Payroll
Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.
Inbox
Client
portal
to-do
Dashboard
CRM
Payroll
Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.
Inbox
Client
portal
to-do
Dashboard
CRM
Payroll
Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.
Inbox
Client
portal
to-do
Dashboard
CRM
Our intelligent CX platform empowers TPAs to deliver better service with more control, fewer errors, and happier clients.
Our intelligent CX platform empowers TPAs to deliver better service with more control, fewer errors, and happier clients.
Our intelligent CX platform empowers TPAs to deliver better service with more control, fewer errors, and happier clients.
Our intelligent CX platform empowers TPAs to deliver better service with more control, fewer errors, and happier clients.
Join a Deminar
Join a Deminar
Join a Deminar
Join a Deminar
Start a Walkthrough
Start a Walkthrough
Start a Walkthrough
NOT TO BE OUTDONE, OUR LEGACY SOLUTION CONTINUES TO HELP TPAs OF ALL SIZES save time, boost efficiency, and unleash their full potential.
NOT TO BE OUTDONE, OUR LEGACY SOLUTION CONTINUES TO HELP TPAs OF ALL SIZES save time, boost efficiency, and unleash their full potential.
NOT TO BE OUTDONE, OUR LEGACY SOLUTION CONTINUES TO HELP TPAs OF ALL SIZES save time, boost efficiency, and unleash their full potential.
NOT TO BE OUTDONE, OUR LEGACY SOLUTION CONTINUES TO HELP TPAs OF ALL SIZES save time, boost efficiency, and unleash their full potential.
we are TRUSTED BY TPAs ACROSS EVERY REGION OF THE U.S., CONSISTENTLY DELIVERING RESULTS YOU CAN COUNT ON.
STAX·AI IS TRUSTED BY TPAs ACROSS EVERY REGION OF THE U.S., DELIVERING RELIABILITY AND RESULTS YOU CAN COUNT ON.
we are TRUSTED BY TPAs ACROSS EVERY REGION OF THE U.S., CONSISTENTLY DELIVERING RESULTS YOU CAN COUNT ON.
we are TRUSTED BY TPAs ACROSS EVERY REGION OF THE U.S., CONSISTENTLY DELIVERING RESULTS YOU CAN COUNT ON.
ready to experience the difference for yourself?
STAX·AI IS TRUSTED BY TPAs ACROSS EVERY REGION OF THE U.S., DELIVERING RELIABILITY AND RESULTS YOU CAN COUNT ON.
ready to experience the difference for yourself?
ready to experience the difference for yourself?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.