Here’s what we have planned for the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Stax.ai">Stax.ai</a> suite of products.

Planned

In Progress

Done

Stax.ai Universal Roadmap

Help TPAs better understand where their plans are in the overall plan lifecycle and clean up disparate data across the platform.

Annual Plan Administration Status

Linear

Add client reminder emails that are sent when a payroll status is set to <code>Re-Authenticate</code>.
Emails should be sent to the same parties who currently receive client reminder emails.
Email content:
Subject: Your Payroll Needs to Be Re-Authenticated for {<a href="http://team.name">team.name</a>}
Body:
Hi {primary.contact first name} this is an automated email to notify you that your payroll connection inside {<a href="http://team.name">team.name</a>}'s portal requires a re-authentication. Typically this happens because your password has changed, or because of your payroll provider's security settings.
Please log into your portal and select the payrolls tab to re-connect your payroll account.

Add client reminder emails for Re-Authenticate payroll status

Goal: Give TPAs easy access to view what people are working at this company, who they interface with on behalf of the company, and who the contact parties are.
Scope

Company People

As a plan sponsor or external contact, I'd like to update the contacts via the client portal in case someone leaves or is replaced. Example: new financial advisor. Plan Sponsor wants to add it themselves without having to call the TPA

Manage Contacts in Client Portal

Danielle Garcia Nosek

The challenge: Important updates to company details (like ownership, payroll, or contacts) often happen outside of census season. Today, those changes can be hard to track, creating compliance and communication gaps.The feature: You’ll be able to enable notifications that alert you when key company or contact information is updated in the portal. A single daily email will summarize all changes, so you stay informed without extra noise.

Company and Ownership Information Change Notifications

Andrew Flowers

Provide a method for plan sponsors and client portal users to make various requests through the client portal. This will then automatically launch selected projects and tasks inside CX, assigning them to the correct team members, and removing the email back and forth.

Client Portal Requests

Today, MEP &amp; PEP administration is a maze. Plan sponsors juggle dozens of adopting employers, each with its own payroll quirks and eligibility rules. TPAs stitch together spreadsheets to run employer-level tests, then re-aggregate everything for the consolidated 5500—while scrambling to keep portals, permissions, and audit trails in sync. It’s slow, error-prone, and painfully expensive.We’re fixing that.<h2>What’s Coming</h2>We’re rolling out MEP / PEP Intelligence—purpose-built tooling that treats a multi-employer plan like the single, fluid object it really is.That means:<ul><li>Adopting-Employer Profiles — configure eligibility, vesting, match, and payroll specs for each employer without touching the core plan document</li><li>Dual-Lens Reporting — flip between employer-specific and consolidated views for census, payroll, testing, and participant data in one click</li><li>Smart 5500 Prep — generate individual or aggregated filings (and signatures) from the same data set—no double work</li><li>Granular Access Controls — plan sponsor dashboards, employer-only portals, and read/approve roles that map to real fiduciary lines</li><li>Unified Audit Trail — every provision change, data upload, and approval logged once, visible everywhere</li></ul><h2></h2>

Multiple Employer Plan and Pooled Employer Plan Support

Today, contacts are trapped in silos. They sit inside “Companies,” “Plans,” or “Deals,” forcing admins to juggle spreadsheets, Mailchimp lists, and Outlook groups just to send a single follow-up. Data fragments, compliance flags pile up, and engagement slips through the cracks.We’re fixing that.<h2>What’s Coming</h2>We’re launching People—a CRM-grade contact module purpose-built for TPAs.That means:<ul><li>One master record per person — manage every contact centrally, even if they’re unattached to a firm or plan</li><li>Bulk email with brains — templates, scheduled sends, and merge tags—no more Mailchimp workarounds</li><li>Full interaction timeline — see every send, open, reply, sentiment score, and task linked to that contact</li><li>Role-based permissions — flag a user as Primary Contact, Accountant, or Plan Participant and auto-tailor their portal experience</li><li>Automation toggles — auto-link email threads, trigger portal invites, or pause access with one switch</li></ul>

Contact Management in Stax.AI

Today, TPAs are flying blind. Project status hides in spreadsheets, task owners slip through the cracks, and leaders waste hours chasing down who’s doing what—and which clients are about to erupt. Capacity planning is guesswork, client-health reviews are retroactive, and payroll integration issues surface only after a deadline is missed. It’s costly, chaotic, and completely avoidable.We’re fixing that.We’re rolling out Visual Dashboards—real-time, interactive views that turn your mountain of project and client data into a crystal-clear cockpit.That means:<ul><li>Instant portfolio visibility — every project, task, owner, and due date in one place</li><li>Team workload heatmaps — balance capacity before burnout or bottlenecks hit</li><li>Client-health scorecards — spot at-risk plans early and intervene proactively</li><li>Payroll-connection monitors — see which feeds are healthy, stale, or broken at a glance</li><li>Export-ready executive summaries — share progress with stakeholders in seconds</li></ul>

Visual Dashboards

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.

5500s In Stax.AI

It would be nice when searching for anything in the magic bar, if a window or page came up showing you all projects, tasks, the client, and the plans associated with the person, plan, or company you are searching.

Search Landing Page

JPerryman

It would be helpful if the notification email listed the plan/company it is related to.

Dana Szekeres

Plan sponsors and TPAs will be able to request and track audits directly within CX—initiating audit workflows, receiving real-time status updates, and accessing consolidated reports from a single dashboard. This feature will deliver end-to-end visibility and automated notifications to keep every audit on track.