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Considering a switch from Pension Pro to StaxAi.  Anyone on here completed that transition and what are your reviews?  Concerns or considerations?

Posted

I've been eyeing Stax for a while. What does it do? I've never had a chance to use Pension Pro; what modules / function does Stax serve that would replace Pension Pro?

Miles Leech

Plan Administrator, Journey Retirement Plan Services

mleech@journeyrps.com | (616) 559-0045 Ext. 1

General information only, not financial, tax, or legal advice. Verify independently and consult appropriate professionals before acting.

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