Stax.ai

You won't want to miss this! Register today and we'll see you there 🎉 #RetirementIndustry #AI

Please give a warm welcome to Jericho 🎉 Jericho has joined our team as a Payroll and HR Data Specialist! Hello! My love for family and diversity began in California, where I was born, and grew deeper in Michigan, where I spent most of my childhood. Since 2016, I’ve called Arizona home, focusing on building community, fostering innovation, and creating meaningful connections through care and collaboration. I’m fortunate to share my life with my amazing wife, wonderful chosen family, a Frenchie who firmly believes she’s royalty, and two mischievous cats. In May 2025, I’ll earn my AA in Psychology—a milestone I’m incredibly proud of. I bring my passion for customer success to Stax.ai and am excited to contribute to the company’s mission of making a real difference. My favorite movie is Under the Tuscan Sun! #Welcome #GetToKnowMe #HappyMonday

Annual census made so easy, even a two year old can do it ✅ *he may or may not have had help from his parents 🤫 #RetirementTPA #401KTPA #HappyFriday

Tired of the manual, costly, error-prone tasks associated with plan sponsor servicing? 😵💫 There IS a better way! Join Stax.ai for a FREE webinar on Tuesday, March 25th at 1pm ET and learn more about how our next-gen workflow automation platform can help you reduce costs, improve accuracy and enhance Plan Sponsor satisfaction! Register here and make this year’s March 15 reporting deadline the LAST one that causes you stress!  https://lnkd.in/g3Ta-9nt See you soon! #Webinar #Automation #RetirementIndustry #401TPA

Think inaccurate census data is no big deal? Think again. From failed compliance tests to costly IRS penalties (up to $150,000 for a late Form 5500!) and frustrated employees, the stakes are sky-high. A 2022 Ernst & Young study found payroll errors cost companies $78,700 per 1,000 employees annually. The culprits? Messy compensation tracking, eligibility slip-ups, and demographic disasters. The fix? Clean data and CX's AI-powered scrubbing is here to save the day. Imagine slashing compliance headaches, automating workflows, and keeping Uncle Sam happy, all in one platform. Curious how? Dive into the full article to uncover the high cost of dirty data and how to scrub it clean for a stress-free 2025! https://lnkd.in/gY3D-D8Z #401k #Compliance #HRTech

Let's get this week started off right with a new team member introduction 🎉 Give a warm welcome to Damian who has joined our team as a Trust Accounting Support Admin! I am born and raised in Peoria, Arizona and went to college up north in Flagstaff, Arizona where I attended Northern Arizona University, earning my bachelors degree in Finance. While attending school in Flagstaff I discovered my interest in outdoor activities like hiking and snowboarding. As a huge sports fan I enjoy watching football or basketball games. As a loyal Dallas Cowboys fan you can expect me watching them play on Sundays come football season. I also enjoy finding new hobbies like learning how to play pickleball or trying new foods. My favorite movie is Interstellar! #NewTeamMember #FunFacts #Welcome #GetToKnowMe

This week some of team went to Project C.U.R.E to help prepare medical supplies to be shipped to hospitals and clinics in need 🏥 We had a great time helping out an AMAZING cause! Project C.U.R.E. was founded in 1987 to help meet the need for medical supplies, equipment and services around the world. Project C.U.R.E builds sustainable health care infrastructure by providing the medical supplies and equipment that medical personnel need to deliver health care to their communities. Since its inception, Project C.U.R.E. has delivered medical relief to needy people in more than 130 countries! #volunteer #nonprofit

Say "Hi!" to our Solutions Team 👋 "Got a challenge? We’ve got a plan." Say hello to the ultimate problem-solvers. From onboarding new clients to cracking complex puzzles, they don’t just connect dots—they draw the whole picture. If it’s a challenge, they’ve already got a solution in mind. Karthik: I’m Karthik! My roots are a bit scattered as I moved around quite a bit growing up, but I like to say I’m from Goa where I spent a lot of my time, a beautiful destination on India’s west coast, known for its beaches and amazing seafood. My fascination with technology began when I used math equations to control a bipedal robot and seeing them come to life set me on my journey into tech. Three years ago, I took a leap and moved to the U.S. & Arizona has been home for the last two. Outside of work I love cooking, playing racket sports like pickleball or squash, and hiking. I’m grateful to be a part of Stax and look forward to contributing to its journey as I continue to grow and learn along the way! My favorite movie is Man from Earth! Logan: I am Logan. I was born in the northeast region of Tennessee, moved all the way out here to the Phoenix metro area in January 2024. I had college experience in various STEM fields like Electrical Engineering and Computer Science, but my best learning was done outside of school on my personal coding projects. I can never get enough of software development and I love working for Stax! When I'm not working or coding, I'm usually taking care of my cute dog Roxy. :) My favorite movie is I, Robot! Blessy: Hi, I am Blessy! (I always like to think that I am a blessing, hence the name). I was born in a small town in the southern part of India called Tenali. Both my parents are ambitious and are civil engineers in the government. I believe being ambitious and never settling are the best traits they passed on to me. I moved to Arizona to pursue my master’s, where I felt almost at home because of the people and the place. By God’s grace, I found a company that is also ambitious, feels like home, and so much more! During onboarding, I explored the history of Stax, and its growth curve amazed me. I feel fortunate to be part of such a journey. Apart from work, I enjoy making podcasts (a passion I discovered while working as a RJ in college radio) and going to the gym. My favorite movie is Interstellar! Sudarshan: I was born and raised in South India and later moved to the United States to pursue a Master’s degree in Computer Science at Arizona State University after completing my Bachelor’s. I’m really passionate about solving problems and technology because I believe new ideas can make a big positive difference. In my free time, I like reading books, watching documentaries, and getting outdoors for things like hiking, camping, and road trips. My favorite movie is 14 Peaks! #GetToKnowMe #FunFacts #SolutionsTeam

Another one of the incredible features of CX is the Dashboards and Reporting section 📊 We all know how important it is to make data driven decisions and CX makes it easy to create intuitive dashboards tailored to your goals—track plan  performance, optimize operations, and identify growth opportunities with clarity and precision 📈 Design reports with any field combination to meet your exact needs— whether it’s sales forecasting, compliance tracking, or financial planning. Learn more here ➡️ https://lnkd.in/gKsTd7sn or go ahead and reach out to Mike, Gwenn, or Dave 😁 #RetirementTPA #401kTPA #LevelUp #DataAnalytics

Happy Birthday Damian 🎊 We celebrated today with some yummy brownies!! Damian is one of our Trust Accounting Admins! #HappyBirthday