You can use Stax.ai to manage retirement plan administration and automate census data intake for third-party administrators. It processes brokerage statements, performs trust reconciliation, and extracts payroll records without manual spreadsheet reformatting. Your team can oversee 3(16) fiduciary compliance duties, track annual administrative tasks, and resolve sponsor inquiries from a centralized communication inbox. In addition, you can share files and gather documents through a branded portal, keeping 401(k) records organized and audit-ready during annual plan census cycles. This reduces administrative delays and eliminates repetitive data entry tasks.
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