5500s In Stax.AI
We’re building integrated support for Form 5500 workflows across our Trust Accounting and Client Experience platforms. This effort will enable TPAs to manage, prepare, and share 5500-related data and documents in a unified, streamlined experience.
With this enhancement, data extracted and organized within Trust Accounting—such as plan details, financials, and schedules—can be seamlessly surfaced in Client Experience for collaboration, review, and delivery. This connection eliminates redundant work, reduces the risk of versioning issues, and simplifies compliance tasks.
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Andrew Flowers
Form 5500 is a mandatory annual ERISA compliance filing (DOL, IRS, PBGC) for certain employers and plan administrators. With this release, clients can create, collect signatures on, and submit 5500s (EZ, SF, long form and schedules) directly in CX. A new Investments page displays submission statuses in real time.
This feature is available in limited-functionality beta; to join, contact product@stax.ai
An Anonymous User
Very excited to see what this looks like!