Stax.ai Strengthens Collaboration With Finch to Streamline Payroll-Connected Census for Retirement TPAs

Stax.ai, the AI-driven operating system designed for retirement plan administrators, has announced a significant expansion of its partnership with Finch, a leading provider of payroll and employee data connectivity solutions. After two years of collaboration, Stax.ai now stands as the only retirement plan administration platform to have Finch fully integrated into its census, compliance, and client portal workflows.

This strategic move arrives at a pivotal time for Third-Party Administrators (TPAs), who are grappling with increasing complexity in payroll and participant data due to the SECURE 2.0 long-term part-time (LTPT) regulations reshaping census requirements in 2025. By working together, Stax.ai and Finch eliminate common census challenges: plan sponsors can link payroll data once via the portal, allowing clean, standardized information to flow automatically into Stax.ai’s census and compliance engine. This reduces repetitive back-and-forth, manual data formatting, reliance on point solutions, and the need for additional staff.

HR Technology Insights: Rain Announces Integration With Paylocity, Improving Seamless Earned Wage Access

Key Advantages

• Broad Payroll Coverage: Finch enables connections with most major payroll providers via APIs or guided integrations, and uses document AI to standardize payroll reports from unsupported systems.

• Comprehensive Recordkeeper Integration: Automated bi-directional updates of payroll and participant data streamline contributions and deferrals, removing the need for manual handling.

• Seamless Workflow Integration: Payroll connectivity is embedded directly within Stax.ai’s white-label client portal, eliminating separate processes that legacy systems often require.

• Regulatory Compliance: Census automation ensures LTPT and SECURE 2.0 obligations are met. The system provides programmatic access to essential payroll tax forms like W-2s and W-3s to support data validation and reconciliation.

• Proven Performance: TPAs report a 29% increase in plan sponsor satisfaction within three months of adopting Stax.ai, with 89% preferring the platform over prior census processes.

Impact on Clients

Retirement plan consultants are already experiencing tangible benefits:

“The time savings have been remarkable,” said Joseph Carolan, Owner of Evergreen Retirement Plan Consulting. “Stax.ai’s platform allows us to focus on strategic growth, ushering in a new era of operational efficiency.”“Year-end administration has become virtually frictionless,” stated Sheree Tallerman, CEO of PlanPerfect. “Instead of requesting census data and waiting on spreadsheets, payroll information now arrives in a census-ready format—quickly, accurately, and seamlessly.”

Leadership Insights

“Accurate payroll and census data have long been the most challenging and unreliable aspects of plan administration,” said Naru Muraleedharan, Founder and CEO of Stax.ai. “While other payroll connectivity solutions leave gaps, our collaboration with Finch provides the clean, automated, and precise system the industry has been waiting for.”

Jeremy Zhang, Co-founder and CEO of Finch, added, “Stax.ai is redefining retirement plan administration through automation and exceptional client experiences. At Finch, we partner with innovators to move the ecosystem forward. Together, we offer TPAs a reliable, automated payroll-connected census solution that benefits administrators, plan sponsors, and participants alike.”

HR Technology Insights:    Deel Secures $300M Series E Funding to Accelerate Global HR and Payroll Expansion

To participate in our interviews, please write to our HRTech Media Room at sudipto@intentamplify.com