Introduction: The Power of Client Experience

Plan sponsors are the ones logging into your portal, uploading census data, reviewing documents, and engaging with the retirement plan process. Their experience defines how they view both the technology and their TPA partner.

That’s why we commissioned a survey of plan sponsors whose TPAs switched to Stax.ai CX. The results were eye-opening: nearly 9 out of 10 sponsors prefer Stax.ai CX — and they’re telling their TPAs and peers about it.

This isn’t just about nicer software. It’s about giving sponsors the experience they deserve, and giving TPAs the edge they need to grow.

Methodology: How We Conducted the Survey

• Audience: Plan sponsors who had actively used different client portals like and including PlanSponsorLink before their TPA switched to Stax.ai CX.

• Timing: Surveys conducted within 6 months of switching.

• Sample Size: 40 plan sponsors across various industries and company sizes.

• Format: Online survey plus follow-up interviews with select sponsors.

Our goal was simple: to understand how the sponsor experience changes when moving to CX.

Headline Results: The 89% Number

The key finding couldn’t be clearer:

• 89% of sponsors said they prefer Stax.ai CX.

• 82% said they would recommend their TPA to other businesses specifically because of the improved portal.

• 71% reported that Stax.ai CX saved them at least 10 hours.

In short: sponsors don’t just like CX better — they’re willing to advocate for it.

Why Plan Sponsors Prefer Stax.ai CX

1. A Modern, Intuitive Interface

Sponsors said PSL felt clunky, confusing, and outdated. By contrast, Stax.ai CX provides a clean, mobile-friendly portal that feels familiar and easy to navigate.

2. Less Work, More Automation

Sponsors highlighted the pain of manual census uploads in PSL. With Stax.ai, payroll is connected once, and census data flows automatically every year.

3. Better Data Access and Transparency

Sponsors reported frustration at not knowing the status of requests and their plans. In Stax.ai CX, they can see a timeline, track plan contributions, and access documents instantly.

4. Trust in Their TPA

When the portal feels modern and easy, sponsors feel their TPA is modern and capable too. The software reflects the service.

Why This Matters: Sponsors as Advocates

This survey shows a powerful truth: plan sponsors aren’t passive users of technology. They’re active influencers.

When sponsors prefer a portal, they:

• Tell their TPAs what they want.

• Advocate for better tools.

• Recommend TPAs who provide modern experiences.

In other words: sponsor satisfaction doesn’t just improve the relationship — it fuels growth for TPAs.

TPAs who stick with PSL risk sponsor frustration, inefficiency, and eventual churn. Those who adopt CX gain sponsor advocates who help them attract and retain more clients.

Conclusion: The Proof Is in the Numbers

The sponsor verdict is clear: nearly 9 out of 10 sponsors prefer Stax.ai CX.

For plan sponsors, that means less work, fewer frustrations, and a modern experience that matches today’s business expectations.
For TPAs, it means efficiency, retention, and growth fueled by sponsor advocacy.

The only question left is: why stick with PSL when your sponsors are already asking for something better?

If you’re a plan sponsor, don’t settle for clunky processes. Let your TPA know you deserve a modern, sponsor-first portal.

If you’re a TPA, you and your plan sponsors deserve better. See for yourself why 89% of sponsors recommend Stax.ai CX.

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