NAPEO
June/July 2025
THIS MONTH'S FOCUS: The Finance & Profitability Equation
KEENA: ALL IN ON PEO
It became clear that PEO was the direction KEENA should take. That decision sparked a company transformation that’s included a rebrand, many new team members and a strong commitment to offering robust PEO services and expertise.
BY Chris Chaney
June/July 2025CONTENTS
FEATURED
THE VOLUNTARY BENEFITS PEOS NEED TO STAY COMPETITIVE AND GROW REVENUE
The market for PEOs is more competitive than ever, as numerous providers offer similar services and benefits while attempting to differentiate themselves. Currently, focusing on employee engagement is key to helping clients build strong and motivated teams. According to Gallup’s 2025 State of the Global Workplace report, global employee engagement has dropped for only the …
BY Jennifer Kush
June/July 2025
THE RISE OF REAL-TIME PAYROLL: WHAT PEOS NEED TO KNOW ABOUT INSTANT WAGE ACCESS
In today’s competitive labor market, PEOs are increasingly asked to help client companies do more than run payroll—they’re being asked to help attract and retain talent, especially in high-turnover industries. One of the most urgent trends shaping this conversation: real-time payroll. As workers expect faster access to their earnings, the traditional two-week pay cycle feels …
BY Joe Migneco
June/July 2025
FROM BACK-OFFICE BOTTLENECKS TO SCALABLE PROFITS: TRANSFORMING TREASURY OPS FOR GROWTH
Every missed payroll, or bounced payment, doesn’t just hurt a client relationship, it threatens the stability of a PEO’s entire business. In an industry moving well over $300 billion a year, treasury operations are not just back-office tasks, they’re front-line drivers of profit and scale. Payroll providers are often hindered by two key workflows: manual, …
BY Oye Fajobi
June/July 2025
BANKING AND PEO: A HOME RUN RELATIONSHIP
As we approach Independence Day, most Americans find themselves gravitating toward the familiar. Few things in life are more American than freedom, mom’s apple pie, baseball, and the haunting feeling when you ask yourself: “did that payroll go out on Thursday since Friday is a holiday”? As a baseball coach and father of young players, …
BY Matthew Roberts
June/July 2025
READY FOR DEPARTURE: VALUATION READINESS AS A DISCIPLINE
WHY VALUATION READINESS MATTERS As one PEO operator put it, “In this world, you have to be ready for anything — because when opportunity arises, you want to seize the day.” And yet, many PEOs still treat valuation as something that only matters if M&A is on the table. In our view, that’s a mistake. …
BY Scott Silva
June/July 2025
AUDIT-READY: PREPARING YOUR PEO FOR A SMOOTH FINANCIAL REVIEW
We’ve all been there. It’s year end and we are stressed. Along with the other issues, regulatory deadlines for financial audits are right at the top of the list in importance. Nothing feels better when you can tackle the year-end audit, and everything runs like a well-oiled machine. So how do you get to that …
BY Jenny Smith
June/July 2025
THE STRAIGHT AND NARROW OF WORKERS’ COMPENSATION ACCRUALS
CFOs and accounting teams across a wide variety of firms all face a harrowing decision each month – how to accrue for their insurance coverage liabilities. A stable workforce that has a consistent monthly cost makes the problem simple, but variances in types of insurance policies or changes in the underlying exposure base make for …
BY Frank Huang, FCAS, MAAA
June/July 2025ADVERTISEMENT
TRACKS
- Letter from the NAPEO Chair
- STRONGER TOGETHER: WHY MEMBER ENGAGEMENT IS THE ENGINE BEHIND NAPEO’S IMPACT
“Engaging with NAPEO helps you sharpen your leadership voice, expand your network, and contribute to the future of the PEO model.”
BY David Feinberg
June/July 2025RETHINKING THE PEO SALES FUNNEL
The world of B2B sales is undergoing a dramatic shift—and the PEO industry is not exempt. In fact, if your pipeline development strategy still relies heavily on traditional outbound tactics and seller-led conversations, you may be missing a significant percentage of today’s buying activity. According to the 2024 B2B Buyer Experience Report by 6sense, today’s …
BY Dean Moothart
June/July 2025CARVE-OUT ARRANGEMENTS AND OTHER CLIENT SERVICE AGREEMENT CHALLENGES
Recently, I had an opportunity to speak at the NAPEO Operations Workshop, held in New Orleans on April 8, 2025, on the topic of Carve-Out arrangements. My co-presenter was Paul Hughes of Libertate Insurance, a leading expert in workers’ compensation insurance and PEOs. I was pleased to see that we had standing room only for …
BY TORBEN S. MADSON, ESQ.
June/July 2025
“The momentum and success we’ve seen so far this year reflects the energy that you and your peers bring to the association and industry.”
BY Casey M. Clark
June/July 2025FROM REGULATORY CHAOS TO STRATEGIC ADVANTAGE: BEST PRACTICES FOR IMPLEMENTING NEW REGULATIONS
In our tracking of regulatory changes affecting our clients across multiple jurisdictions, we’ve documented an average of at least 50 significant compliance updates annually — changes that can overwhelm even the most diligent business owners. One of the major selling points of a PEO for overworked administrators, in addition to payroll processing or benefits administration …
BY DEBORAH DHUY
June/July 2025BUILDING BETTER RETIREMENT OUTCOMES: BEST PRACTICES FOR PEOS SUPPORTING CLIENT PLANS
More businesses are offering retirement plans—not just because they have to, but because employees expect it. For PEOs, that shift creates a clear opportunity: to help clients go beyond basic compliance and build retirement solutions that serve both their teams and their business goals. State-sponsored programs have pushed this issue into the spotlight. But the …
BY Kristen Fradiani
June/July 2025ADVERTISEMENT
