Shypd.aiThe largest open index of AI toolsStax.ai is an AI retirement plan administration tool that automates census, streamlines compliance, and simplifies 401(k) plans for TPAs. It helps modernize retirement plan administration and boost sponsor satisfaction.
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Stax.ai is an AI-powered platform specifically designed to streamline operations for Third-Party Administrators (TPAs) in the retirement plan industry. It automates critical tasks such as payroll and census intake, significantly reducing manual data entry and reformatting of census and trust data. The platform also streamlines compliance, simplifies 401(k) plans, and offers a next-gen client portal for enhanced sponsor satisfaction. Key features include automated new plan-sponsor deal flow and onboarding, AI-driven brokerage statement processing for trust reconciliation, and seamless 3(16) payroll processing with live data and compliance insights. Stax.ai also provides an integrated smart inbox to centralize communications and a secure, white-label client portal for file sharing and recordkeeping, helping TPAs eliminate paperwork and elevate their service.
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Likely Not Free
Not publicly disclosed. Check stax.ai for current pricing.
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