Press Release

8 of the Top 10 Retirement TPAs Choose Stax.ai to Power Administration and Growth

Issued by Stax.ai

Oct. 7, 2025

AI-powered CX and Trust Accounting suite combines universal payroll connectivity, a modern client portal, and intelligent census automation—delivering faster compliance and a proven 29% lift in plan sponsor satisfaction for retirement plan consultant firms representing over 150,000 plans.

SCOTTSDALE, Ariz. -- Independent retirement plan consultants (RPCs) and third-party administrators (TPAs) are doubling down on technology as the retirement industry prepares for sweeping changes under SECURE 2.0. Today, Stax.ai announced that 8 of the top 10 independent TPAs by plan count have standardized on Stax.ai products to run their operations and scale growth.

This milestone underscores the accelerating shift in the retirement plan market: away from manual processes and disconnected tools, and toward a unified operating system that strengthens client relationships while automating the heavy lifting of census, payroll, and trust reconciliation.

“The best plan consultants know their edge comes from trusted relationships with plan sponsors, not pushing paper,” said Naru Muraleedharan, Founder and CEO of Stax.ai. “With SECURE 2.0’s long-term part-time (LTPT) rules, expanding census obligations in 2025, and fee compression, the industry is at an inflection point. We built Stax.ai to give RPCs the capacity to focus on clients, while our platform handles the compliance and data complexity behind the scenes.”

Proven Results at Scale

Stax.ai’s growing adoption is paired with measurable impact across both operations and client experience. On average, TPAs see:

• 29% increase in Plan Sponsor Pulse (AI-driven live client satisfaction monitoring score) within 90 days of implementation
• 89% of plan sponsors preferring the new portal over last year’s census process, with the majority saying they would recommend it to peers
• Census prep time cut by 75% and data errors reduced by 98%
• Trust accounting reconciliations reduced to minutes instead of hours
• Full payroll coverage with API and assisted integrations with most major payroll providers plus AI that standardizes uploaded payroll reports for unsupported providers

Customer Voices

Across the country, RPCs of all sizes—administrating 20 to over 10,000 plans—are crediting Stax.ai with transformative results.

“Switching to Stax.ai was the easiest transition we’ve ever made,” said Sheree Tallerman, Principal at PlanPerfect. “Within months, our census work dropped from days to minutes, freeing our staff to spend time with clients instead of spreadsheets.”

“Stax.ai has transformed how we serve our clients by automating time consuming tasks and freeing our team to focus on...delivering exceptional client service and driving real value.” said Matthew Reimer, Managing Partner at MAP Retirement. “The company’s relentless innovation and development of cutting-edge solutions continue to revolutionize our operations.”

“Trust accounting used to take us hours per plan, every month. With Stax.ai, it’s under five minutes,” said Chad Curtis, Senior Plan Consultant at CrossPlans. “The time savings are game-changing, but the bigger win is how much more responsive and proactive we can be for our plan sponsors.”

Readiness for SECURE 2.0

Beginning January 1, 2025, TPAs must track and include LTPT employees in census reporting across 401(k) and ERISA 403(b) plans. This shift will dramatically increase data complexity and volume. Stax.ai is uniquely positioned to help plan consultants adapt, with automations that scrub, validate, and export census files directly to compliance engines.

By reducing manual steps and error-prone data handling, Stax.ai ensures plan consultants can meet the new regulatory requirements without hiring additional staff or burning out existing teams.

About Stax.ai

Stax.ai is the AI-powered operating system for retirement plan administrators. Its Trust Accounting and Client Experience suite automates census intake, payroll integrations, reconciliation, client communications, and compliance workflows. Stax.ai is SOC 2 Type II certified and trusted by leading independent RPCs and TPAs representing over 150,000 active retirement plans nationwide.

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