Features and Improvements:

Team-Wide Shared Filters

We have introduced the ability for team administrators to save filters that are visible to all team members. This was done to eliminate the need for each team member to manually recreate commonly used filters, saving time and ensuring consistency across workflows. TPAs can now access a dedicated "Team-wide Filters" section within their saved filters list, making it easy to find and apply standardized views shared by their admin.

Needs Review Status for Payroll Mappings:

We have added a new "Needs Review" status for payroll and report mappings across the CX platform. This was done to make it easier to identify and communicate payroll mapping issues that require TPA attention. TPAs can now see the Needs Review status on payroll mapping chips, filter by it, include it in payroll page exports, and view it on company and plan pages — providing full visibility into mappings that need action.

Document Upload Notification Enhancement:

We have updated document upload notification emails to include the name of the client associated with each uploaded document. Previously, TPAs had to log into the platform and navigate to the upload to identify the client. TPAs can now immediately see which client a document was uploaded for directly in the notification email, streamlining their document review workflow.

Custom Plan Names for Joinder Plans:

We have added the ability to customize the plan name and plan code when creating a new Joinder plan. TPAs can now specify a custom plan name and unique plan code during Joinder creation, giving teams more flexibility in how they organize and label their plans.

Internal Task External URL Support:

We have enabled the Open External URL task type to function correctly for internal tasks. This was done to mirror the existing external URL behavior available on client task types, ensuring a consistent experience across task types. TPAs can now add external URL links to internal tasks and open them directly from the task view using the same blue link display used in client-facing tasks.

Bug Fixes:

Payroll: We resolved an issue where the "Last Payroll" date displayed on the Payroll page did not match the "Payroll Sync" date shown under Companies/Plans, ensuring dates are now consistent across all views.

Payroll: We fixed an issue where the payroll connections list was truncated when sorting by company name, preventing all connected plans from displaying all records.

Payroll: We fixed an issue where uploading new payrolls did not trigger the configured project launch service, ensuring that payroll-triggered project automations now fire as expected.

Bug Fixes and Improvements

Email Contact Information - We have refreshed older TA email templates with updated Stax.ai contact information.

Quarterly Statement Period Start Dates - We resolved an issue where quarterly statement imports could use the wrong period start date and require manual correction.

Statement Editing After Approval - We fixed a workflow issue that prevented statement edits after an internal approval had already been applied.

Statement Visibility in TPA Plans - We resolved an issue where statements could appear in dashboards but not in the related TPA plan view.

Features and Improvements:

Payroll Page Export

We have added an export option on the payroll page so teams can generate a spreadsheet or report directly from that view. We have done this to make payroll tracking easier and reduce the need to recreate page data manually outside the platform.

Census Validation Warning Improvements

We have changed large total compensation and hours variances in Plan Admin from hard errors to warnings. We have done this to reduce review noise in cases where the values are often acceptable and do not need to block progress.

DATAIR Export Format Improvements

We have updated the DATAIR export to produce an Excel file with the expected worksheet naming format. We have done this to improve compatibility with downstream workflows and reduce manual file adjustments after export.

Bug Fixes:

Client Portal Census Task Submission Message - We clarified error message that could appear after a client successfully completed a company details census task.

Generated Report Date Formatting - We resolved inconsistent date formatting across generated report fields.

Plan Admin Plan Navigation - We fixed a navigation issue that could open the wrong plan version from Plan Admin.

Payroll Connection Cleanup After Deletion - We resolved stale payroll connection behavior after a company or plan record had been removed.

Recordkeeper Field Clearing - We fixed a plan overview issue so recordkeeper entries can be cleared correctly when needed.

Client Portal Census Review File Selection - We resolved an issue where census review tasks in the client portal could surface the wrong file for correction.

Features and Improvements:

This release includes a major new workflow enhancement along with usability improvements and bug fixes to improve platform reliability and performance.

Milestone Tracking and Reporting

We have launched a new milestone tracking and reporting experience that unifies milestone setup, reporting, and day-to-day updates in one workflow. We have done this to replace fragmented task-completion views with a cleaner, milestone-first model that includes improved table layouts, inline actions, better navigation, and more consistent UX patterns.

What it means for you: TPAs can configure workflows faster, monitor progress more clearly, and make milestone updates with fewer clicks. Support Guide

Bulk Recalculate for Plan Admin Status

We have added a bulk recalculate option for Plan Admin statuses from the UI. We have done this to reduce repetitive manual recalculation when many records need refreshes.

What it means for you: You can calculate large sets of plan statuses in significantly less time.

Client Portal Census Instruction Clarity

We have updated census instructions shown to plan sponsors in the client portal to better reflect correct inclusion criteria. We have done this to reduce misinterpretation and prevent avoidable census submission mistakes.

What it means for you: You receive cleaner client-submitted data and spend less time correcting preventable census errors.

Client Task Completion Messaging

We have added additional messaging when completing client tasks to clarify that when completing a client task it will remove it from the client portal.

Bug Fixes:

1. Address Selector Input Color - We resolved an issue where typed address text could render in an unreadable color.

2. Census Relationship Removal Behavior - We fixed a defect where removing selected family relationships in census workflows did not persist correctly.

3. Bulk Delete Participants Action - We resolved a Plan Admin issue where bulk participant deletion actions were not being applied.

4. Client Portal Invite Modal Submission - We fixed the invite permissions modal flow so submit behavior completes without requiring a manual page refresh.

5. Owners and Officers Export Output - We fixed a reporting defect that could prevent Owners and Officers export files from generating.

6. Negative Totals Display in Data Views - We resolved incorrect negative value presentation in totals-related data views.

7. Participant Task Compensation Visibility - We resolved a defect where compensation values could appear missing in participant task review after import.

8. Year-End Questionnaire/Census Submission - We resolved a submission flow defect that could block year-end census questionnaire completion.

9. Ownership Approval Progression - We fixed a flow issue that could prevent progression after confirming an ownership approval with no entries.

10. Payroll Export SSN Accuracy - We resolved SSN mapping errors in exported payroll files.

11. Client-Uploaded Census File Access - We fixed a defect where uploaded census files were not consistently accessible from payroll/reporting views.

12. Prior-Year Inactive Participant Carryover - We fixed census logic that could incorrectly include prior-year inactive participants in current-year data.

13. Portal Access Authentication Failure - We resolved a login/access issue affecting portal authentication for some users.

14. Payroll Sync Error-State Mismatch - We fixed payroll sync state handling where connections could report errors despite successful sync records.

15. Plan Admin Status Persistence - We resolved issues where Plan Admin statuses displayed incorrectly or did not persist after updates.

16. Email Blast PDF Attachment Handling - We fixed email blast behavior so PDF files are sent correctly as attachments.

17. Email Portal Link Encoding - We resolved an email encoding issue that could route users to the wrong destination.

18. Invalid Download File ID During Census Approval - We fixed a census approval defect that triggered invalid download file errors.

19. Projects Tab Client Filter Results - We resolved a filtering issue where valid projects were not returned for specific client searches.

20. Payroll Re-authentication Flow - We fixed a re-authentication defect that could fail despite an active payroll connection.

21. Cross-plan Census Data Separation - We resolved data-mapping issues that could mix participant/census data across similarly named plans.

22. Workflow Data Accuracy for Census/Plan Views - We fixed workflow data display issues that could show outdated or incorrect status details.

23. Investment Statement Attachment Stability - We resolved detachment issues affecting statements linked in investment dashboards.

24. Payroll Connection Syncing Stuck State - We fixed a defect where payroll connections could remain stuck in syncing status.

25. Report/Task Navigation Client Filter Reliability - We resolved a navigation/filtering edge case that could hide expected records in workflow lists.

Features and Improvements

Annual Payroll Frequency Option in Client Portal: We have added an "Annual" option to the payroll frequency dropdown for census data collection tasks in the Client Portal. This was done to support plan sponsors and TPAs who manage annual payroll cycles.

Filtered Contacts Export Report: We have added the ability to export filtered contacts into a report that includes first name, last name, email, phone, company, and role details. This was introduced so teams can quickly turn targeted contact views into actionable lists for outreach and operations.

Tasks Page Automation and Assists Updates: We have updated the Tasks page to allow filtering by automations and to default Assists to show all tasks. This was done to improve visibility into automated workflows and reduce the need to adjust views each time the page is opened.

Retroactive Task Completion Logging Across Existing Work: We have expanded retroactive completion logging so task completion reporting can be applied more broadly using task-name matching, not only template-level mappings. This was done to improve historical consistency when reporting rules are updated after work is already in progress. Learn More

Bug Fixes:

Remove Census Imported Badge in Company View: Resolved an issue where the "Census Imported" badge remained visible in the company view when it should not display.

Plan Admin Status Activity Log Labels: Fixed plan admin status activity logs so they now display readable status labels (for example, "Data Request Sent") instead of internal enum values.

Missing created_at on Some Census Records: Fixed an issue where create/import census flows could insert records without a created_at value.

Client Portal Multi-Portal Login List Readability: Resolved a display issue where users with access to multiple client portals could not clearly view and scroll the portal selection list.

Client Portal Owners/Officers Submission: Addressed an issue in the owners/officers flow so related/principal participant data is set correctly during submission.

Features and Improvements

Filter Search Auto-focus: We have added automatic focus to the search input when you open a filter panel anywhere in the application. This was done to reduce extra clicks and speed up filtering—you can start typing as soon as the filter opens. For you, this means faster navigation and less friction when filtering projects, tasks, clients, or other lists throughout the platform.

Project Status Filter: Multi-Select We have updated the project status filter to support multiple statuses at once using checkboxes instead of a single selection. Multiple clients had requested the ability to filter projects by more than one status (e.g., "In Progress" and "Review") in a single view. You can now select several statuses together when viewing your project and task lists, so you can see exactly the mix of work you need without applying the filter repeatedly.

Bulk Participant Actions: We have introduced bulk actions for census participants so you can update many participants at once. When you use "More > Bulk actions" on a participant list, you can now mark participants as inactive. Support Guide

Multiple Payroll Client Controls: We have added a client-level setting that allows you to enable multiple payroll connections per plan sponsor. On the client overview page (above the notes field), a new "Enable Multiple Payroll Connections" option lets you turn this on when your service agreement supports it; when enabled, plan sponsors can connect more than one payroll in the Client Portal.

Bug Fixes and Performance Improvements:

Live Service Tracker Duplicate Entries: Resolved an issue where the live service tracker could show the same person multiple times.

Re-Applying Search Filter: Fixed a bug where changing search criteria and clicking Apply again could break the filter state; filters now update correctly when you re-apply with new search terms.

Client Portal Unable to Add Additional Owners: Fixed an issue where typing an SSN and selecting a name in the owner flow did not add the owner; selection and add flow now work as expected.

Use Last Year's Record Clearing Other Fields: Fixed a bug where using "Use last year's record" in one field could clear prior-year information in other fields on the same form.

3(16) Payroll Processing Project: First Automation Not Running – Resolved an issue where the first automation in the 3(16) payroll processing project was not running for plans with mapped payrolls and a dedicated payroll submissions project.

Payroll Export Date Range: Fixed date range handling so that exported payroll data matches the selected pay period start and end dates on the payroll screen.

SharePoint Import Not Importing Files: Resolved an issue where SharePoint import was not successfully bringing files into the system.

Date of Hire Inactive Logic: Updated inactive employee logic so that employees with a termination date but no date of hire are correctly marked inactive in payroll reporting.

Client Portal Unable to Select Owner by SSN Search: Fixed an issue where searching by last four of SSN on the Owner & Officers page did not allow selecting the person from prior-year census; search and selection now work correctly.

Client Portal Owner Selection SSN Display: We have updated the Client Portal so that participant SSNs are not shown when they are missing or invalid.

Bug Fixes and Improvements

Trust Accounting Sheet Generation - Resolved an issue where custom format Trust Accounting sheets were failing to generate correctly for certain plans, ensuring reliable export of trust accounting data in your preferred format.

Trust Accounting Scheduled Scripts - Fixed an issue where scheduled Trust Accounting scripts were not running as expected, restoring automated processing functionality.

Trust Accounting Statement Download - Resolved an issue preventing certain trust accounting statements from being downloaded, ensuring reliable access to statement files.

Transaction Details Population - Fixed an issue where transaction details were not populating on the account summary page after saving changes to transaction details within a statement.

Plan Status Display for Ignored Accounts - Fixed an issue where plans with all accounts set to "ignore" in TPA Assets were incorrectly showing as "missing" instead of "ignore," causing confusion when reviewing plan status.

Features and Improvements:

Accept Current Value for Census Scrub Checks

We have introduced the ability to accept or dismiss census scrub check alerts that may not be relevant for specific clients. When viewing scrub checks, you can now select "Accept Current Value" to remove an alert from the list. If you need to review previously accepted checks, simply select More > Reset Census Issues to restore them. This gives you greater control over your census review workflow and reduces noise from alerts that don't require action.

Improved Plan Selection Visibility in Sidebar

We have updated the sidebar to ensure that the currently selected plan is visually highlighted consistently with other sections of the application. This visual improvement makes it easier to quickly identify which plan you're working with as you navigate through different areas of the platform.

Bug Fixes:

Email Template Access Error - Resolved an issue where users encountered a "Failed to parse body" error when attempting to open email templates, preventing access to template editing functionality.

Payroll View Context Menu Navigation - Fixed an issue where the payroll view lacked quick navigation options. You can now right-click on any row in the payrolls page to access a context menu with options to view Company, Plan, Payroll Connection, Participants, and Payroll API Mapping.

Participant Page Payroll Navigation - Corrected the navigation behavior when clicking on the Payroll card from the Participants page. The link now properly directs you to the appropriate payroll connection or reports view based on the connection type.

Payroll Filter Results Consistency - Resolved an issue where payroll filters were not consistently displaying results that matched the selected filter criteria, ensuring more reliable data filtering.

Plan Admin Census Data Type Display - Fixed the census data column on the Plan Admin page to correctly display "Payroll" when connected to a payroll integration and "Reports" when using uploaded payroll or census reports.

Census Data Editing Persistence - Resolved an issue where selecting one census issue resolution option caused other available options to disappear from the page until refresh. Issue options now remain visible when making multiple corrections.

Payroll Sync Service Stability - Fixed an unexpected error in the census eligibility calculation that was causing the payroll sync service to fail for certain plans.

Enhanced Search Across Application Pages - Improved the search functionality across multiple pages including Plan Admin, Participants, Payroll, Investments, People, and Clients. Search is now available in the filter bar by default, and you can use Cmd/Ctrl+F for quick access.

Payroll Status Count Updates - Fixed an issue where status chip counts on the Payroll page were not updating when applying search filters. The counts now accurately reflect your filtered results.

Client Deep Link Selection - Resolved an issue where navigating directly to a client page via deep link did not properly highlight the selected client in the companies list, especially when the client was not initially visible.

Plan Admin Payroll Data Navigation - Fixed an issue where selecting "View Payroll Data" from the right-click context menu on the Plan Admin page was not functioning correctly.