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.