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421 ARTICLES

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421 ARTICLES

WHAT YOU NEED TO KNOW: GETTING A MASTER HEALTH PLAN

There are numerous options for the expanded and improved services a master plan can bring, so before you begin, you must align on what you want to provide under your master plan.

BY WILLIAM J. KROPKOF, CEBS

February 2020

Holiday Party Etiquette, Spreading Cheer, Communicator of the Year

• While holiday parties are meant to be fun, things can go awry if you don’t comport yourself professionally. Luckily, there is no shortage of advice from the experts. • A few years ago, when NAPEO member Steve Bentley’s hair and beard turned white, children and adults alike started whispering in his ear, saying, “I’ve been good all year” and “Hi, Santa.” • NAPEO Board Member Charlie Vance was named “CEO Communicator of the Year” recently by the Cincinnati chapter of the Public Relations Society of America.

BY

December 2019/January 2020

HOW TO SET UP COMPLIANT RETIREMENT PLAN GOVERNANCE

A cornerstone of effective retirement plan governance is identifying the individuals who will serve as fiduciaries with oversight responsibility for the plan. Effective plan governance is key to controlling risk such as fiduciary, litigation, and compliance risk. This article will address how to properly establish a fiduciary committee (often referred to as a “retirement plan committee” or “investment committee”) in a way that limits the liability exposure of a PEO’s governing body, senior management, and others who are not involved in plan-related activities, as well as steps a PEO can take to protect the committee.

BY ROGER J. ROVELL, J.D., LLM

December 2019/January 2020

PAYROLL & ACCOUNTING: A VITAL CONNECTION

In the PEO world, most of us would agree that the accounting function is a bit atypical when compared to a traditional business model. PEO accounting departments many times take on a more substantial role in supporting clients; members of the accounting team tend to be more client-facing than in other industries. For that reason, it is extremely helpful, if not essential, that the accounting department has a strong connection with the payroll team to optimize the client experience and facilitate timely and accurate issue resolution.

BY WENDY KATZ

December 2019/January 2020

PEO PULSE SURVEY Q3

NAPEO’s Pulse Survey for the third quarter of 2019 shows that profits are less robust, and most PEOs expect modest worksite employee (WSE) growth for 2020. 

BY

December 2019/January 2020

POSITIVE EFFECTS OF THE OCTOBER PUSH

Yes, we know it’s December already, but here at NAPEO we’re still basking in the glow of the October Push, our month-long effort to help “move the needle” on industry awareness and visibility. The premise was simple: If we all commit to marketing for the month—in other words, if everyone does something—we will make a difference and we will raise the profile of our industry.

BY KERRY CARRUTHERS

December 2019/January 2020

REFLECTIONS ON A CAREER OF COLLABORATION, GROWTH, & LEADERSHIP

Midge Seltzer is the co-founder of NAPEO member Engage PEO. On July 31, 2019, she stepped down from her day-to-day role at Engage and will remain in a consultant role for a year as she transitions to retirement. For two decades, she has served NAPEO and the industry in a variety of roles, including chairing several NAPEO committees and serving as chair of NAPEO’s Board of Directors.

BY CHRIS CHANEY

December 2019/January 2020

THE EEOC & THE EEO-1: WHAT YOU NEED TO KNOW

You may have read more about the Equal Employment Opportunity Commission (EEOC) in the last year than you had in the five years before that. One big reason: The filing of a “new” Form EEO-1, which for the first time required all private-sector employers with 100 or more employees to submit detailed information about their employees’ compensation and hours worked, sorted by race, ethnicity, gender, and job category.

BY JAMES A. PARETTI, JR., ESQ.

December 2019/January 2020

EMPLOYEE ENGAGEMENT

What if you were to hire people who are already motivated and create an environment where those employees could excel? According to author Shawn Burcham, this is the key to engaging employees who will go the extra mile for customers and co-workers alike.

BY

November 2019

FORM I-9

All PEOs know that employees must complete the Form I-9 within three days of their hire. By way of background, the I-9 is a United States Citizenship and Immigration Services (USCIS) form. Mandated by the Immigration Reform and Control Act (IRCA) of 1986, it is used to verify the identity and legal authorization to work of all paid employees in the United States.

BY GORDON M. BERGER, ESQ.

November 2019

HR & LEGAL

You are your PEO’s HR resource assigned to service the PEO’s clients. Imagine this scenario: Late one Friday afternoon, you’re sitting at your desk, planning your weekend, when the telephone rings. It’s the owner of one of your client companies. He is very agitated.

BY RODNEY W. JORDAN, ESQ.

November 2019

PEO-SPONSORED BENEFIT PLANS

This has been an active, albeit inconsistent, year for guidance about multiple-employer health and retirement plans. This increase in guidance can largely be attributed to a pair of executive orders, through which the Trump administration signaled its interest in promoting multiple-employer health and retirement plans and charged the agencies responsible for regulating them to consider policies that would expand their availability to small employers.

BY ERIN M. O’NEAL, ESQ. AND BRIAN NUGENT, ESQ.

November 2019

PERSPECTIVE FROM AN INDUSTRY LEADER

Mark Perlberg entered the PEO industry in 2003 as the president and CEO of Oasis Outsourcing. He is also a former chair of NAPEO’s Board of Directors. In 2018, Oasis was acquired by Paychex, allowing Perlberg to expand his role in the PEO industry. He spoke with PEO Insider® about how he sees the PEO industry now and how PEOs should respond to evolving needs of employers and employees.

BY CHRIS CHANEY

November 2019

SIX STEPS TO EFFECTIVE DISCOVERY MEETINGS

I love football—always have. My father played for the Green Bay Packers. Football has been in my DNA since birth. In the years since dad played for the Packers, football has become much more strategic: year-around preparation; game films; meetings about strategy, tendencies, strengths, weaknesses, and statistics; and of course, practice.

BY CLAY M. KELLEY, PHR

November 2019

STRONG UPWARD TREND IN LAST QUARTER

Despite a lag to the gross domestic product (GDP), the PEO Employment Index revealed a strong upward trend in the last quarter, once again correlating positivity. The lag, in part, is explained by the difficulty businesses of all sizes, but especially small and mid-sized businesses, have in hiring new employees. There are several other economic indicators that are pointing to a slowing economy, which will eventually affect both the GDP and the PEO index. 

BY JOHN J. SLAVIC

November 2019

YOU DON’T KNOW WHAT YOU DON’T KNOW

It is often said that “you don’t know what you don’t know.” This phrase can relate to a skill that has not yet been learned, such as an accountant who is proficient in financial strategy and taxation but is weak in technology, or a seasoned payroll professional who has experience in all aspects of payroll processing and taxes but lacks experience in the PEO space.

BY BY JEAN GOLDSTEIN, CPA

November 2019

NAPEO GAVE BACK

NAPEO thanks the hundreds of people who donated to our philanthropic partner, Anthropos Arts, during NAPEO’s 2019 Annual Conference & Marketplace in Austin, Texas, in September, as part of our NAPEO Gives Back initiative. Due to their generosity, we, as an industry, raised $52,405 to directly benefit Anthropos Arts. Anthropos Arts is an Austin-based 501(c)(3) nonprofit organization whose mission is to connect low-income students with professional musicians, cultivating confidence, integrity, and life skills through musical instruction and mentorship.

BY

October 2019

APIs AND SYNCHRONIZING DATA ACROSS YOUR ENTERPRISE

A common problem for businesses is the synchronization of data across various applications. Ideally, changes to data in one application would update other applications that depend on the same data, even when the software vendors are different. Unfortunately, reality is usually different than the ideal state. Most PEOs have sales, quoting, payroll, benefits, human resources, and accounting systems from various software vendors that all share common data elements (e.g., employee names, hire dates, addresses, and departments).

BY DOUG DEVLIN

October 2019

CHANGES IN MN, CO, AND NJ WAGE LAWS

Sweeping changes to Minnesota, Colorado, and New Jersey wage laws require immediate attention from PEOs operating in these states. Minnesota recently adopted additional paystub and records retention requirements, mandatory written notices to employees, and criminal penalties (up to felony charges) for wage theft. Colorado enacted similar criminal penalties for wage theft. New Jersey’s recently enacted Wage Theft Law adopts comprehensive changes to its wage and hour laws.

BY BRIAN NUGENT, ESQ. AND CHRISTOPHER J. EBY, ESQ.

October 2019

HOT TOPIC: PEOS AND THE CCPA

PEOs, like many other businesses, may soon be required to comply with the California Consumer Privacy Act (CCPA). This new law, which takes effect on January 1, 2020, with enforcement by the California attorney general beginning on July 1, 2020, requires covered businesses to implement policies and procedures that provide consumers—including employees—certain privacy rights not available under existing law.

BY USAMA KAHF, ESQ.

October 2019

HOW STATE CIVIL RIGHTS MANDATES MAY AFFECT WORKPLACE PRACTICES

State and local governments continue to pass laws to provide civil rights protections for employees beyond what federal law affords. Employers, especially those operating in multiple states, not only have to closely track federal law, but also the laws of the states in which they have employees. This includes just about all PEOs, adding to the complexity of dealing with multi-state issues for clients.

BY PATRICK O. PETERS, ESQ. AND DORIYON C. GLASS, ESQ.

October 2019

MANAGING YOUR WC PROGRAM

I was speaking at a workers’ compensation conference a few weeks back and was struck by the passion of those in the industry. There is a plethora of fantastic potential partners and resources to assist you with managing your workers’ compensation program. As a PEO leader, you would be remiss in not understanding such an important part of your business. There is nothing to fear about workers’ compensation. With education and the right tools, you can successful manage your program and control costs.

BY MELISSA BOWMAN-MILLER, CSP

October 2019

NAPEO19 IN PICTURES

SEPTEMBER 16 -18, AUSTIN, TEXAS

BY

October 2019

PEOS GROWING, MARGINS IMPROVING

The revenue growth rate for all respondents in NAPEO’s 2019 Financial Ratio & Operating Statistics Survey (FROS) was 10 percent. The operating income per worksite employee continues to rise, as it has over the past few years, to $259 in this year’s survey. The survey represents 2018 data.

BY JOHNATHAN TAYLOR

October 2019
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