Features and Improvements

Bulk Status Updates for Tasks

We have added a status option to the bulk actions menu for tasks. We have done this so TPAs no longer need to update task statuses one at a time when working through their book of business. TPAs can now select multiple tasks and update their status in a single action, dramatically reducing the time required to keep workflows current.

External Contacts in Plan-Level Bulk Actions

We have added external contacts to the attributes available in plan-level bulk actions. We have done this so external roles — such as cpas, advisors, and other outside parties — can be managed alongside internal roles. TPAs can now add, update, or remove external contacts across multiple plans at once from the plans page, with all external role types listed below the internal role types in the attributes dropdown.

Clearer Census Instructions on the Client Portal

We have updated the census instruction wording on the client portal to remove the ambiguous use of "last plan year." We have done this to eliminate confusion for plan sponsors who interpreted the same phrase to mean two different time periods within the same instructions. TPAs can now expect cleaner, more accurate census submissions because their clients receive clearer guidance on which employees to include and which hours to report.

Bug Fixes

Participant View — We fixed an issue where clicking the distribution date or add loan payment date in the loan section was unresponsive, preventing TPAs from saving distribution dates or recording loan payments.

Payroll Reporting — We resolved an issue where payroll exports returned incomplete results and included incorrect information, ensuring exported payroll files now reflect accurate and complete data.

Plan Admin — We fixed an issue where entering a number in plan admin fields displayed 0.00 after pressing enter, requiring a refresh to show the saved value.

Payroll Reporting — We fixed an issue where Roth employee contributions sometimes were missing from the payroll report due to a parsing error on column names that contained periods.

Dashboards — We resolved an issue where dashboard tasks were grouped under incorrect headings until the screen was refreshed.

Automations — We fixed an issue where the "Collect Info via Web Form" automation did not complete after the form was submitted, leaving tasks in a spinning state and the form data unsaved.

Automations — We resolved an issue where APQ automations failed to auto-generate or save the questionnaire output, leaving plan projects stuck "on hold."

Client Portal — We fixed an issue on the census data collection task where the payroll page could not be scrolled, blocking access to the upload census/payroll report link.

Automations — We resolved an issue where the "Save Generate Reports" automation intermittently failed to save reports to view fields even when the upstream report generation steps completed successfully.

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.