In an industry where complexity and compliance demands grow daily, retirement plan administrators must find new levers of efficiency. The Automation in Retirement Conference (AIR 2026) does exactly that—uniting thought leaders, technologists, and plan service providers for a three-day intensive on the future of retirement operations.

Why AIR 2026 Matters

• Growing pressure on TPAs and recordkeepers to streamline operations and reduce manual touchpoints.

• The convergence of AI, RPA, and system integrations offers opportunities to move from reactive to proactive administration.

• The event serves as a rare forum dedicated exclusively to automation and innovation in retirement plan services.

• With leading firms Stax.ai, PenChecks, and Payroll Integrations as hosts, the agenda is calibrated to real-world adoption and cross-platform collaboration.

Key Themes & Sessions

Attendees will have access to:

• Automation use cases across the TPA lifecycle (onboarding, compliance, client servicing)

• Integration strategies for systems, platforms, and data flows

• Compliance & risk management with automated controls

• AI-augmented decision support for plan design and issue resolution

• Vendor-neutral technology spotlights and workshops

• Peer-led roundtables sharing successes, failures, and roadmaps

With 21 curated sessions and more than 20 featured speakers, the content spans from foundational automation principles to cutting-edge applications.

Who Should Attend

The conference is intended for:

• TPAs and retirement plan consultants

• Recordkeepers, auditors, and solution providers

• Technology and integration specialists in plan administration

• Anyone seeking to harness automation to scale, de-risk, and modernize their practice

Venue & Experience

Set in the scenic Omni La Costa Resort & Spa in Carlsbad, California, the venue offers a blend of inspiration and relaxation. Amenities include lush gardens, luxury accommodations, championship golf, spa services, and multiple pools.

The format is deliberately interactive—session breaks, meals, and informal networking are engineered to foster connection and collaboration among attendees.

Registration & Pricing

• TPA Innovator (Early Bird): $495 (first 30 registrations)

• TPA Regular: $695 (standard rate)

• Vendor / Sponsor: $1,495 (includes full access and exposure)

Each registration includes full event access, interactive sessions, and five meals.

Go to the AiR2026 Conference website to register.

The Co-Hosts: Driving Innovation

• Stax.ai: Leading AI workflow automation platform for TPAs

• PenChecks: Trusted provider of advanced payroll and retirement solutions

• Payroll Integrations: Architect of seamless data integration across payroll, HR, and retirement systems

These three firms bring complementary strengths in automation, integration, and domain expertise—ensuring the conference is not just visionary but grounded in practical delivery.

What Success Looks Like

• TPAs leave equipped to pilot or scale automation initiatives

• Cross-industry alignment among vendors, users, and consultants

• Showcasing proofs-of-concept and early adopters

• Strengthened networks and partnerships across the retirement ecosystem

Conclusion

AIR 2026 promises to be a turning point for retirement plan administration. By bringing together the leading minds in tech and operations, the conference offers a unique opportunity to accelerate automation strategies, reduce risk, and shape the future of the TPA landscape.

Go to the AiR2026 Conference website to register if you're interested!