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Letter from the NAPEO President

A YEAR OF MOMENTUM

All of the success I describe above is indicative of a high-performing team and an engaged membership that is in lockstep as we tackle our industry’s highest priorities.

BY CASEY M. CLARK 

December 2025/January 2026
Letter from the NAPEO Chair

A SEASON OF GRATITUDE

As I grow older, there is no greater satisfaction than the giving of our resources to those around us to help make their lives better. Let us never forget that it is a privilege to give and a responsibility to do so generously.

BY BILL MANESS

December 2025/January 2026

A GREAT DAY TO THRIVE: JON SCOGGINS’ MISSION TO BUILD A NEW KIND OF PEO

When Jon Scoggins and a small team of Tulsa entrepreneurs gathered in late 2019 to map out a business strategy for a new kind of PEO, optimism was in no short supply. After three decades in the PEO industry, Scoggins had a clear vision for what a modern, people-first model could look like: elevated relationships …

BY CHRIS CHANEY

December 2025/January 2026
SALES - MARKETING

TEN QUESTIONS FROM A RECENT REBRAND

Brand is culture made visible. If employees don’t wear it proudly, the market won’t either.

BY SUSANNAH ALBRIGHT

December 2025/January 2026
PAYROLL

THE NEW AGE OF GLOBAL PAYROLL

As organizations expand their operations across borders, managing payroll on a global scale has become both more critical and more complex. Today’s businesses must navigate a rapidly evolving landscape shaped by international regulations, technological advancements, and shifting economic conditions. Understanding the challenges and solutions related to global payroll is essential for companies seeking to remain …

BY ANTHONY FALZONE

December 2025/January 2026
LEGAL - LEGISLATIVE

2025 IN REVIEW: THE YEAR EMPLOYMENT LAW GOT REAL

At the start of 2025, only a dozen states had formal pay transparency mandates. By year-end, that number has more than doubled.

BY BRIAN McDERMOTT, ESQ.

December 2025/January 2026
HR - BENEFITS

THE ROI OF A MODERN 401(K): TURNING BENEFITS INTO BUSINESS RESULTS

In today’s competitive labor market, retirement plans are no longer just a perk—they’re a strategic lever for business growth. For PEOs, the modern 401(k) offers measurable returns in productivity, retention, and client acquisition. As the PEO industry continues to expand and diversify, the ability to deliver scalable, high-impact retirement solutions is becoming a key differentiator. …

BY CHRIS MILLER

December 2025/January 2026

FROM FRENZY TO FOCUS: WHAT PEO OWNERS SHOULD KNOW ABOUT THE M&A MARKET

The PEO M&A landscape is evolving. Deal flow remains healthy, but the drivers of value are shifting. As the cycle enters its later stages, platform operators must justify every dollar they spend to their boards and shareholders.

BY SCOTT SILVA

December 2025/January 2026
HR - BENEFITS

LOOKING BACK TO MOVE FORWARD: INSIGHTS FROM 2025

From generational clashes to differing views on diversity, remote work, and ethics, today’s PEOs and their HR Professionals are navigating a more divided employee environment than ever before.

BY STACY JENSEN, SPHR

December 2025/January 2026
HR - BENEFITS

MAINTAINING YOUR COMPETITIVE ADVANTAGE: ESSENTIAL FINANCIAL BENEFITS TO WIN OVER MARKET SHARE

As inflation, student debt, and healthcare costs continue to strain household budgets, employees increasingly expect their employers to act as partners in financial health.

BY JOSHUA SCHULTZ

December 2025/January 2026

HOW SMBs WIN FROM PEO INTEGRATION

Deliver value early, refine as you go, and never let the pursuit of perfection delay progress. For clients, that approach means seeing tangible improvements (including faster support, better reporting, stronger compliance) while the larger systems continue to evolve behind the scenes.

BY ALEX CAMPOS

December 2025/January 2026

HOW PEOS HELP PRESERVE VALUE DURING M&A TRANSACTIONS

Replacing a departed employee can cost between 50% and 200% of that individual’s annual salary when you factor in recruiting, onboarding, and the productivity ramp-up period.

BY NATE OLSEN

December 2025/January 2026

FROM CONCEPTION TO CLOSING: THE EXIT PROCESS

For me, the exit process from conception to closing was not a straight line and it was not fast. In fact, making the decision to merge with another company took over ten years and multiple conversations with potential acquirers.

BY ABRAM FINKELSTEIN

December 2025/January 2026

STRATEGIES FOR A SUCCESSFUL M&A TRANSACTION

Shared vision and aligned values between parties are paramount. When choosing who to partner with, buyers and sellers should first define what they hope to accomplish through the transaction.

BY ROBYN RUSIGNUOLO

December 2025/January 2026

THE STATE OF M&A IN THE PEO INDUSTRY AND WHY YOU SHOULD PREPARE NOW

You don’t have to be ready to sell today to prepare for an M&A transaction. In fact, the best outcomes happen when owners prepare well before they’re ready to make a move.

BY TED CRAWFORD

December 2025/January 2026

INSIDE THE PEO M&A MARKET: KEY INSIGHTS AND FUTURE OUTLOOK

Looking beneath the surface, PEO M&A continues to be led by larger acquirors in the space, with the majority of targets being on the smaller side, or regional PEOs.

BY JEREMY FALENDYSZ

December 2025/January 2026

THE PEO PARADOX TURNING RISING HEALTHCARE COSTS INTO COMPETITIVE ADVANTAGE

When 98% of small businesses fear healthcare costs will overwhelm them, PEOs have a clear mandate. These businesses need partners who can transform an existential threat into a manageable operating expense.

BY GUY BENJAMIN

November 2025

FROM CUBA TO CORPORATE SUCCESS: A FATHER-SON JOURNEY IN THE PEO INDUSTRY

Escaping communist Cuba via Operation Pedro Pan, an underground network that brought over 14,000 unaccompanied children to the U.S., he began an inspirational journey that would one day shape an entire industry.

BY CHRIS CHANEY

November 2025
Letter from the NAPEO Chair

2026 CRYSTAL BALL

We will continue our advocacy efforts to pass H.R. 3223. We have made a lot of progress but there is more work to do to get across the finish line.

BY BILL MANESS

November 2025
Letter from the NAPEO President

INCREASING THE RETURN ON YOUR INVESTMENT

At the end of the day, your participation in NAPEO isn’t just a membership—it’s an investment in your business and the bright future of our industry.

BY CASEY M. CLARK 

November 2025
PEO Voices

PEOS IN THE COMMUNITY: AXCET: MAKING PHILANTHROPY PART OF THE COMPANY’S CULTURE

Since its founding in 1988, the award-winning business has instilled a culture of giving back through company programs and by offering volunteer time off for team members to engage with the community.

BY JO MCCLURE

November 2025
FINANCE - OPERATIONS

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
CYBERSECURITY - TECHNOLOGY

HOW WE BUILT “BETH”: OUR 90-DAY JOURNEY TO TRANSFORM BENEFITS ADMINISTRATION WITH AI

Beth was a great experiment to show us the art of the possible. We're actively looking at how AI can unlock opportunities for our employees and clients in the future.

BY CHRIS WHITNEY

November 2025
HR - BENEFITS

WORKPLACE INVESTIGATIONS AS A COMPLIANCE PARTNER

What separates resilient companies from reactive ones isn’t the absence of issues; it’s a thoughtful, consistent, and purposeful response.

BY MEGAN KROUSE, ESQ., SHRM-SCP

November 2025
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