Stax.ai, the AI-powered operating system for retirement plan administrators, has significantly expanded its partnership with Finch, the leading payroll data connectivity provider. This deepened integration makes Stax.ai the only retirement plan administration platform to natively embed Finch's connectivity directly into its census, compliance, and client portal workflows. The collaboration provides a critical solution for Third-Party Administrators (TPAs) facing increased data complexity from new SECURE 2.0 regulations, automating data intake and eliminating manual census bottlenecks.
Stax.ai deepens its partnership with payroll data provider Finch
Finch is now natively embedded into Stax.ai's census and compliance workflows
The solution offers universal coverage for most major payroll providers
It automates data intake, eliminating manual processing and reformatting
The system ensures automatic compliance with new SECURE 2.0 LTPT rules
TPAs report a 29% increase in plan sponsor satisfaction with the platform
The partnership directly addresses the most significant operational challenge for TPAs: manually obtaining and processing payroll data for census. With the new SECURE 2.0 long-term part-time (LTPT) rules taking effect in 2025, this process has become even more complex. The integrated Stax.ai and Finch solution allows plan sponsors to connect their payroll system once through a white-label portal, enabling clean, standardized data to flow automatically into Stax.ai's compliance engine.
The integrated platform delivers several critical advantages. It provides universal payroll coverage by connecting to most major providers via API, supplemented by document AI for standardizing reports from unsupported systems. The natively embedded workflows mean connectivity is built directly into the TPA's existing Stax.ai portal, unlike legacy bolt-on solutions. Furthermore, it ensures automatic compliance readiness for LTPT and other SECURE 2.0 obligations, with TPAs reporting significantly improved sponsor satisfaction rates.
Executives from both companies highlighted the industry-wide impact of the collaboration. "Plan consultants know that getting accurate payroll and census have been the toughest, most unreliable part of plan administration," said Naru Muraleedharan, Founder and CEO of Stax.ai. "Other payroll connectivity and aggregation tools left major gaps, but our partnership with Finch closes them—delivering the clean, automated, and accurate system the industry has been waiting for."
"Stax.ai is quickly becoming the leader in retirement plan administration—using technology to deliver automation and client experiences that set a new industry standard," said Jeremy Zhang, Co-founder and CEO of Finch.
Customers confirmed the transformative efficiency gains. "It's unbelievable how much the time it takes me has been reduced," said Joseph Carolan, Owner of Evergreen Retirement Plan Consulting. Similarly, Sheree Tallerman, CEO of PlanPerfect, stated, "With CX, the friction on year-end administration is largely gone. The process is seamless, fast, and far more accurate."
This partnership establishes a new benchmark for automation and client experience in the retirement plan administration industry, turning a traditional pain point into a seamless, automated advantage.
Finch is the leading API platform for payroll, HR, and benefits connectivity. With integrations across hundreds of providers, Finch enables secure, permissioned access to payroll data for a broad ecosystem of software companies serving employers, employees, and service providers.
Stax.ai is the AI-powered operating system for retirement plan administrators. Its Trust Accounting and Client Experience suite automates payroll integrations, census intake, reconciliation, client communications, and compliance workflows. Stax.ai is SOC 2 Type II certified and trusted by leading independent TPAs representing over 150,000 active retirement plans nationwide.
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