NAPEO
August 2026
THIS MONTH'S FOCUS: Healthcare
PRESTIGEPEO’S NEXT CHAPTER
The leadership team represents varied experiences within the PEO industry which combine to create a dynamic group of leaders focused on propelling the company into its next chapter.
BY CHRIS CHANEY
August 2026CONTENTS
FEATURED
AI FOR PEOS: SAVE TIME AND DRIVE GROWTH BY RETHINKING BENEFITS COMMUNICATION
AI can be difficult to keep up with, but the good news is PEOs don’t have to do everything at once. By starting small and incorporating time-saving AI tools into your communications strategy, you can make meaningful progress.
BY RANDY WOOD
August 2026
FROM RISK ASSESSORS TO STRATEGIC PARTNERS: THE EVOLUTION OF THE UNDERWRITER’S ROLE IN PEO MASTER MEDICAL PLANS
Rather than presenting an exhaustive list of options, underwriters will help curate recommendations – delivering targeted, high-impact solutions. This evolution positions underwriters as strategic partners to sales, supporting faster decision making and improving win rates through more thoughtful and differentiated proposals.
BY TIM MAROZ, FSA, MAAA, FCA
August 2026
THE PHARMACY COUNTER TEST: WHY REAL-TIME DATA IS THE ULTIMATE PEO RENTENTION TOOL
By automating the pipeline, PEOs completely remove the human bottleneck and the batch-file delay. This ensures that WSEs can access their healthcare the exact moment their coverage is supposed to begin.
BY ANDREW ANTCZAK
August 2026
THE NEW IMPERATIVE IN BENEFITS STRATEGY: THE CUSTOMER EXPERIENCE AND JOURNEY
Employees value guidance that makes their benefits easier to navigate. The most effective strategies create a smoother path to finding care, understanding coverage, comparing options and taking action.
BY DAVID IACINO
August 2026
BEYOND OPEN ENROLLMENT: HOW PEOS CAN HELP CLIENTS IMPROVE BENEFITS COMMUNICATION
For PEOs, helping clients close the gap between offering benefits and helping employees understand them creates a powerful opportunity to strengthen employee experiences.
BY RONDA McCULLOUGH
August 2026
THE BENEFITS COMMUNICATION PROBLEM NO ONE TALKS ABOUT
Employees don't need benefits jargon replaced with cheerful platitudes. They need honest, clear explanations of how their choices will affect their wallet and their health.
BY DANIEL CLINE
August 2026ADVERTISEMENT
TRACKS
“We are trusted partners across the full employment relationship. That will be on full display at this year’s Annual Conference and Marketplace, September 16-18, in Marco Island, Florida. ”
BY BILL MANESS
August 2026TARGETED 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 2026THE 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
“NAPEO has made meaningful progress in deepening that engagement this year. One important example is our ongoing dialogue with the IRS.”
BY CASEY M. CLARK
August 2026MAKING EVERY MILE MATTER
Throughout the 2026 Annual Conference and Marketplace, attendees will have multiple opportunities to support Our Daily Bread through our annual silent auction, sponsorship opportunities, and direct giving campaign.
BY JENNA MARCEAU
August 2026EXPANDING 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 2026A 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 2026THE MASTER PLAN TRAP: WHY THE EXPLOSION OF FUNDING STRATEGIES WILL REWARD FLEXIBLE PEOS
The 2-50 small group market, roughly 6 million employers, is the gateway to long-term PEO growth, and unlocking it at scale requires distribution strength in the broker channel, since brokers still own the relationships that shape most funding decisions.
BY GARRETT VIGGERS
August 2026PAY IS BECOMING MORE THAN A PAYCHECK
While compensation remains important, employees value tools that help them access, manage, and make the most of their earnings between paydays.
BY STEPHEN FAUST
August 2026BEHAVIOR-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 2026HEALTH PLAN SERVICE PROVIDER INVESTIGATIONS, ICHRAS AND ASSOCIATION HEALTH PLANS: WHERE IS DOL HEADED?
given EBSA’s view of PEOs as having a dual role as both plan sponsors and commercial service providers, PEOs should not expect a moratorium on agency action.
BY AMBER RIVERS, ESQ.
August 2026BENEFITS COMMUNICATION: A PEO’S TIME TO CONNECT DIRECTLY WITH ITS EMPLOYEES
One of the most valuable services a PEO provides to its clients is access to welfare benefits. Communication surrounding these benefits also represents some of the most impactful opportunities for a PEO to interact directly with covered employees. Key moments such as open enrollment, new hire enrollment and qualifying life events create meaningful touchpoints that …
BY KRISTEN BARTOLOTTA
August 2026HELPING CLIENTS GET THE MOST OUT OF THEIR BENEFITS PACKAGE
Too often, benefits communications focus almost exclusively on health insurance while failing to highlight the broader ecosystem of offerings.
BY GABRIEL CUELLAR
August 2026HOW PEOS CAN LEVERAGE DENTAL INSURANCE AS A STRATEGIC COST CONTAINMENT TOOL
Cost containment does not have to mean cutting benefits. For PEOs, it means making sure the dental offerings are aligned with worksite employees’ needs.
BY ANGELA ST. PAUL
August 2026ELEVATING SUBJECT MATTER EXPERTISE: THE ESSENTIAL ADVISORY ROLE OF PEOS
PEOs that transition from transactional support to strategic partnerships build stronger relationships, enhance client retention and differentiate themselves in a competitive marketplace.
BY MELISSA REMILLARD, FPC
August 2026ADVERTISEMENT
