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Benefit Cloud
40 ARTICLES

TARGETED CLIENT ACQUISITION AND RETENTION LIFECYCLE STRATEGIES: BUILDING A MORE VALUABLE BOOK OF BUSINESS

Highly profitable organizations establish clear client boundaries, communicate service expectations early, and maintain alignment between pricing and service delivery.

BY MATT CLAUS

August 2026

THE LATEST TRENDS IN YOUR FAVORITE TOPIC: HEALTHCARE

If you’re frustrated with healthcare these days, you’re not alone. That value-added service PEOs either insure or administer has continued to grow in cost and complexity. In this article, we’ll cover top trends as seen through the lens of benefits consulting. Specifically, we’ll deal with cost dynamics and how PEOs can chart new paths to …

BY T. ERIC FOSTER

August 2026

EXPANDING HORIZONS: HOW GLOBAL EOR PARTNERSHIPS DRIVE GROWTH FOR PEOS

From employment contracts and localized benefits administration to payroll, tax withholding, and ongoing HR support, global EORs handle the operational complexities of international employment.

BY EZRA SCHNEIER

August 2026

A CONNECTED GO-TO-MARKET FRAMEWORK FOR PEO GROWTH

Authority is about proof that supports your value. Discoverability is about matching your content strategy to the questions your best-fit buyers ask in their research.

BY AMANDA ORTEGA

August 2026

BEHAVIOR-BASED SAFETY: A COMPETITIVE ADVANTAGE FOR PEOS

What the best organizations have figured out, and what forward-thinking PEOs are beginning to offer their clients, is that safety culture is built through behavior, not documentation.

BY MAK CHOWDHURY

August 2026

STRUCTURAL PROFIT EXPANSION: REWRITING THE ECONOMICS OF THE PEO CLIENT BASE

Structural profit expansion is based on the process of identifying and correcting these imbalances in a systematic and measurable way.

BY MATT CLAUS

June/July 2026

THE VALUE CREATION PROCESS: DRIVING SUPERIOR ECONOMICS IN THE PEO INDUSTRY

At its core, value creation in the PEO model is about maximizing the lifetime economic value of each client relationship while maintaining discipline at the point of entry and throughout the lifecycle.

BY MATT CLAUS

May 2026

SCALING FROM FAMILY BUSINESS TO GROWTH COMPANY

When my father retired from our business, it was still built around him- his instincts, his skills, his processes. As Brad Fisher, an expert in scaling small businesses, often quotes Jim Collins, it was a “genius with a thousand helpers” model: every decision ran through the CEO. That structure is common in founder-led companies, but …

BY SUSANNAH ALBRIGHT

February 2026

MOVING BEYOND THE FOUNDER: TRANISTIONS THAT WORK

Without a plan, succession defaults to crisis management. Decisions stall, clients get nervous, and employees start looking elsewhere.

BY SUSANNAH ALBRIGHT

November 2025

AN INSIDE LOOK AT ‘PEPing’ A MEP

The PEP structure offers employers a high degree of fiduciary outsourcing, pricing scale achieved through asset aggregation, and administrative simplicity.

BY JIM KAIS

September 2025

BENEFIT SMARTER: HOW UNLOCKING DATA DRIVES BETTER RESULTS FOR PEOS

Access to robust claims data and analytics empowers PEOs to optimize plan performance, proactively manage health risks and improve employee well-being for clients.

BY ROSS FIELDS

September 2025

AI WITHOUT THE BUZZWORDS: PRACTICAL APPLICATIONS FOR PEO LEADERS

The question isn't whether AI will transform your PEO—it's whether you'll guide it strategically or let it happen haphazardly, with biased decisions and unrealized value following.

BY Jason French

August 2025

SMARTER WORKFORCE SOLUTIONS: HOW AI IS TRANSFORMING THE PEO INDUSTRY

Ultimately, the most successful PEOs are those who understand their core strengths, weigh the total cost of ownership, and align their AI approach with business priorities.

BY ANDREW LINDLEY

August 2025

SMART RESPONSES TO TARIFFS AND CASH CONSTRAINTS

With the new tariff policies dominating headlines, proactively managing risk is essential. Businesses must stay ahead of the turbulence by monitoring cash flow and acting decisively to protect the bottom line and customer relationships. Taking strategic action now may not fully insulate your business from the changing environment but may help mitigate some of the …

BY Joe Chevalier

August 2025

CARVE-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

KEY COMPLIANCE DEVELOPMENTS PEOS MUST NAVIGATE IN 2025

The 2025 compliance landscape presents significant challenges for PEOs but also creates opportunities to deliver exceptional value to clients.

BY JENIFER DUGGAN, J.D., SPHR-CA, SHRM-CP

May 2025

Are Your Customers RIF-Ready?

Perhaps the most scrutinized part of any RIF – and therefore the most critical – is the selection process used to determine which employees will be let go.

BY John Polson, Esq.

May 2025

WORKERS’ COMP. ON OUR MINDS: UPDATES & TRENDS FROM KEY STATES

The first few months of 2025 have been filled with legislative and regulatory activity in the states. One particular area of interest to PEOs is workers’ compensation insurance.

BY Hannah Walker, Esq.

May 2025

THREE GROWTH CHALLENGES AND SOLUTIONS FOR PEOS

The PEO industry continues to experience rapid expansion, creating new opportunities and challenges for providers. As demand for outsourced HR services grows, PEOs must balance scalability with operational efficiency while also addressing workforce shortages and regulatory complexities. Staying ahead in this evolving landscape requires strategic planning and the adoption of innovative solutions that drive growth …

BY Rick Torrence

April 2025

EDUCATE, RETAIN, & EXPAND: 3 STEPS TO GUIDE YOUR PEO GROWTH JOURNEY

The PEO business has been good. I’ve enjoyed my career in this field, and I am energized to help all parties reap the benefits that a PEO offers. But did you know that only 17% of US companies with 10-99 employees currently use a PEO? A tremendous potential for growth exists in the marketplace, and …

BY Mark Steiger

April 2025

BUILDING PREMIUM PEO EXPERIENCES: THE TECHNOLOGY PHILOSOPHY AT ARMHR

As the Product Manager at Armhr, I’ve had a front-row seat to witness how a thoughtful technology strategy can transform a PEO. Our approach isn’t just about implementing fast solutions – it’s about crafting lasting experiences that resonate with our ideal customers while leveraging and innovating on proven technology foundations. THE POWER OF STRATEGIC PARTNERSHIP …

BY Samani Upadhyay

April 2025

OUTDATED TO OUTSTANDING: MODERNIZING YOUR PEO

With the continuous rise of AI and automation, every company – and PEO – is feeling the pressure to modernize. Keeping up with the Joneses has never been a more acute feeling for businesses struggling to adapt to the changing environment than right now, and that feeling isn’t entirely misplaced. As the digital transformation rolls …

BY Ryan R. Mossman

April 2025

The Financial Impact of Cybersecurity Risks on PEOs: A Hidden Threat to Profitability

PEOs exist to provide reliability and security for their clients. But once a data breach occurs, that trust erodes quickly. Research shows that 68% of clients switch providers after a security incident.

BY Jason F. Clausen, CPA

March 2025

UNDERSTANDING VEBAs: A GUIDE FOR PEOs 

For PEOs, establishing a VEBA presents an excellent opportunity to increase their service offerings, improve tax efficiency, and create a competitive advantage in the marketplace.

BY Jason F. Clausen, CPA

November 2024
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