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Summary Annual Reports

Producing Summary Annual Reports used to mean leaving Stax.ai and retyping figures from every filing.

Now the Generate Summary Annual Report automation builds them straight from the Form 5500’s you've already filed. Figures come from the filing, the wording follows the DOL's prescribed language, and each report carries your TPA branded letterhead and its furnishing deadline. Set it up once for your firm and run it on one plan or your whole book. Read more

Extract & File

Drop files into one folder and Extract & File moves each one into the right plan or company folder, matching on plan ID, plan name, company name, website or EIN. Anything it can't match stays put and shows up in the results. Run it from the Extract & File button on any folder in Files, or as an automation. Read more

Paragraph data fields

A new Paragraph data field type holds multi-line values like notes, with line breaks kept on screen and clean text in reports and exports.

Filter report rows by a measure

Choose Show rows where... on a measure in the report builder to keep only the rows that meet a condition, such as contacts with no employer.

Asset Reconciliation updates

  • Trust Report Formats: export the trust report in your firm's own layout as Excel or a PDF.

  • Schedule of Assets: build the Schedule H line 4i schedule and attach it to the 5500.

  • Journal entries: add journal rows at the account or plan level.

  • John Hancock files: upload John Hancock's TPA download.

Improvements:

  • Asset Reconciliation: Status bar colors now match the census tracker, so you can read progress at a glance.

  • Automations: Automation errors now explain what went wrong in plain language, name the plan, role, field or file involved, and tell you how to fix it.

  • Automations: Automation text boxes can now link a client's address and phone, or a contact role's address and phone, and they display as one clean line.

  • Email: Book email configuration has a new conditional setting for handling recipients based on their email address.

  • User Experience: A variety of performance and usability improvements to the CX platform.

Fixes:

  • Automations: Fixed number and date conditions in Launch Project automations, which could compare values as text.

  • Automations: Fixed a case where a slow request could send an email or regenerate a report more than once.

  • Automations: The 3(16) Payroll Processing report now includes only pay data from the configured pay period instead of historical pay data.

  • Automations: Generate retirement plan report now offers the Datair census format, uses the correct date format in Pay Period report file names, and no longer fails when the optional Project Data Field is left blank.

  • Automations: Send Email now tells you whether a role has no contact or the contact has no email address, and no longer skips deleted attachments without warning.

  • Census: Importing a prior-year census no longer overwrites employees' current details with that year's values.

  • Client Portals: Fixed an error that could stop the review census task from saving on clients with a large number of employees.

  • Client Portals: Fixed an error that could prevent connecting ADP Run payroll from the client portal.

  • Deals: Deleting a funnel now properly abandons its deals instead of hiding them.

  • Documents: Fixed an issue where saving certain PDFs, such as some payroll provider W-2s, in the file editor left the pages blank.

  • Files: Choosing a file field for a folder's Trigger Project no longer clears the project template's other data fields.

  • Form 5500: Validating and submitting large filings with many attachments no longer fails.

  • Plans: Fixed an issue where editing a plan's data fields could erase its other data fields after the plans list was reloaded with a data column showing.

  • Projects: Fixed an issue where editing a project's Data tab could erase other project fields.

  • Projects: The launch check no longer warns that a contact is set not to receive emails when that isn't the case.

  • Reports: Report exports now show date columns as calendar dates instead of full timestamps.

  • Reports: Dates before 1970, such as older plan effective dates, now appear in reports instead of showing blank.

  • Settings: User title changes in Users & Groups now save correctly.

  • Settings: Typing in the integration editor no longer loses focus after each character.

  • Tasks: Bulk updating a due date on completed tasks now works, and assignees are notified as expected.

  • Templates and Community: Pressing Enter or Ctrl+Enter submits again in the template task builder, Community, New Funnel and the Report Assistant.

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