Sophia Ramirez

Explore effective strategies for managing wet-sign exceptions within retirement planning while ensuring compliance and transparency in dealings.

The Automation in Retirement Conference 2026—co-hosted by Stax.ai, PenChecks, and Payroll Integrations—brings together retirement plan professionals to explore how workflow automation is reshaping TPAs. From March 18–20 at the Omni La Costa in Carlsbad, the event will feature 21 sessions, 20+ speakers, and deep dives into the technology powering the next generation of plan administration.

Automation in the retirement industry can save TPAs significant time and money, enhancing both efficiency and client satisfaction.

Explore effective scrub rules that significantly reduce compliance errors in retirement plan administration, saving time and resources for employers and TPAs.

Understanding census archiving practices is essential for compliance and operational efficiency. Discover the roles of retention schedules and legal holds.

Explore the critical importance of mobile-first design in user experience, its impact on engagement, and the future of digital interactions.