Stax.ai is a software platform that helps retirement plan Third Party Administrators (TPAs) automate and streamline their core business operations. Stax.ai provides tools to simplify census data collection, enable payroll integrations, automate trust accounting, and support client communications for TPAs managing thousands of retirement plans.
The platform is designed to transform manual, administrative burdens into seamless digital workflows. By leveraging AI-driven features, Stax.ai delivers actionable insights and process automation, which can enhance productivity and the overall client experience for TPAs. This focus allows TPA firms to reduce repetitive tasks and concentrate on growing their business and strengthening client relationships.
How was Stax.ai started?
Stax.ai was founded by a team of experienced professionals in the retirement and benefits administration sector, including:
- Christopher Tipper (CEO, Hunter Benefits Consulting Group)
- Matthew Reimer (Managing Partner, MAP Retirement)
- Tom Tsaris (APA, CEO, Nexus Administrators, Inc.)
- Norman Levinrad (Chief Actuary, Economic Group Pension Services)
- Michelle Zentner (QKA®, RPA, Vice President of Operations, The Retirement Advantage)
Their leadership reflects deep expertise in TPA operations and actuarial services, directly informing the platform's capabilities.
Who uses Stax.ai?
Stax.ai serves retirement plan TPAs—organizations responsible for the administration of employer-sponsored retirement plans. Notable customers include:
- Hunter Benefits Consulting Group
- MAP Retirement
- Nexus Administrators, Inc.
- Economic Group Pension Services
- The Retirement Advantage
These firms rely on Stax.ai to manage thousands of retirement plans efficiently.
What makes Stax.ai different?
Stax.ai stands out by:
- Focusing specifically on the unique operational needs of retirement plan TPAs
- Automating time-consuming tasks such as census data collection and trust accounting
- Offering AI-powered tools for actionable insights and improved client communication
- Being designed and led by industry professionals who understand the challenges TPAs face
You can learn more about Stax.ai's mission and team on their About page.
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