Stax.ai
AI retirement plan administration software for Third-Party Administrators (TPAs), automating census, compliance, payroll integration, and client experience workflows.
Where Stax.ai ranks
Current edition · updated Oct 20, 2026About Stax.ai
AI retirement plan administration software for Third-Party Administrators (TPAs), automating census, compliance, payroll integration, and client experience workflows.
Products
All-in-one client experience and plan administration platform for retirement TPAs, combining email automations, project management, CRM, payroll integration, secure file storage...
Trust accounting product for TPAs, listed alongside Client Experience as a distinct product in site navigation.
Security and compliance
As reported by Stax.ai. Ask for audit reports before you buy.
- SOC 2 Type IICompliant
- ERISACompliant
- DOL regulationsCompliant
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