NAPEO
March 2026
THIS MONTH'S FOCUS: Client Experience
ONEDIGITAL’S TED CRAWFORD: PLAYING THE LONG GAME
Rebranding under OneDigital has strengthened market visibility and national reach for Crawford. Overnight, he had access to many new markets thanks to now being under the OneDigital umbrella.
BY CHRIS CHANEY
March 2026CONTENTS
FEATURED
THE SECRET TO CLIENT RETENTION: EMPOWER THROUGH EDUCATION
Each compliance touchpoint is an opportunity to demonstrate expertise, reinforce trust, and help clients feel confident in a PEO's oversight of the issues that impact day-to-day operations.
BY ABIGAIL MALONE, ESQ.
March 2026
PLANNING AHEAD FOR LASTING IMPACT: HOW YEAR-ROUND BENEFITS ENGAGEMENT CAN HELP ENHANCE THE WORKSITE EXPERIENCE AND FOSTER LONG-TERM PARTNERSHIPS
Developing and following a strategic, annual roadmap for year-round benefits communications can help to transform the worksite experience in 2026 and well into the future.
BY RICK PORTERFIELD
March 2026
HOW PEOS CAN STRENGTHEN CLIENT PARTNERSHIPS THROUGH EDUCATION
Client satisfaction in the PEO space depends on more than fast answers or smooth systems. It comes from confidence. And confidence grows when clients know what to do, why it matters, and how to do it right. That’s why proactive training, both in HR compliance and in the tools that support it, is one of …
BY KRISTEN FRADIANI
March 2026
BEYOND TOUCHPOINTS: HOW INTENTIONAL COMMUNICATION CADENCE DRIVES WHITE-GLOVE CLIENT EXPERIENCE
Cadence is the heartbeat of strong client relationships. A white-glove cadence balances predictability with flexibility, aligns with clients’ business cycles and anticipates their needs before they arise.
BY HEATHER KEEFER SAULSBURY
March 2026
FROM SERVICE PROVIDER TO STRATEGIC PARTNER: HOW PEOS ELEVATE CLIENT COMMUNICATION TO DELIVER MEANINGFUL VALUE
Your value needs to be overt and clear. Turn your compliance efforts into risk mitigation and peace of mind. Transform benefits administration into employee attainment, engagement and retention.
BY STEVEN SWEENEY
March 2026
EMBRACING THE AI OPPORTUNITY TO BETTER SERVE YOUR CLIENTS
By strategically incorporating these technologies into your operations, you can have more time to invest in your business and client relationships.
BY RYAN R. MOSSMAN
March 2026
HIGH-TOUCH IN THE AGE OF HIGH-TECH: HOW PEOS CAN EMBRACE AI WITHOUT LOSING THEIR HUMANITY
The challenge – and the opportunity – of AI is how to use it to support the people providing the customer service, rather than allowing it to replace that customer service.
BY JEANETTE COLEMAN
March 2026ADVERTISEMENT
TRACKS
“I would not be where I am today without the loving support of my wife, Linda, and my four adult children. They have truly been my “rock.””
BY BILL MANESS
March 2026CULTURE IS THE HEART OF CLIENT EXPERIENCE
Because G&A was founded on a genuine desire to help others succeed, authenticity was baked in from the start. Our team knew how to care for their clients because our founders demonstrated it every day.
BY ANTHONY GRIJALVA
March 2026THE DAY THE DOOR CLOSED
Watching the company continue without me has been unexpectedly gratifying. It turns out they don’t need me much at all. That, I learned, is not a slight but a success.
BY JAY KING
March 2026
“As our industry grows, so too must our presence and influence in Washington. We cannot afford to assume that lawmakers and regulators fully understand the unique nature of the PEO relationship.”
BY CASEY M. CLARK
March 2026WHAT PEOS SHOULD KNOW ABOUT 401(K) PLANS
Collaboration among these providers creates a system of checks and balances that helps mitigate risks and ensures regulatory compliance.
BY ANN MARGARET DONNELLY
March 2026ONBOARDING NEW CLIENTS FOR LONG-TERM SUCCESS
Clients who experience a smooth onboarding process are more likely to engage with additional services and view their PEO as a trusted, strategic partner.
BY NATE OLSEN
March 2026ADVANCING OPPORTUNITIES: NAPEO’S 2026 FEDERAL AFFAIRS PRIORITIES
NAPEO enters 2026 with real momentum, credibility on Capitol Hill and a clear sense of where our advocacy can make the greatest difference for members.
BY KYLE KIZZIER
March 2026AI GOVERNANCE: FEDERAL POLICY, STATE ACTION AND EMERGING RISK
The message from Washington has been consistent: centralized or minimal governance on a federal level is favoured over independent state action.
BY PAUL HUGHES
March 2026THE HIDDEN COSTS OF UNRECONCILED EMPLOYEE BENEFITS: EMPLOYEE PREMIUM RECONCILIATION, A CFO’S GUIDE
In today’s cost‑sensitive environment, CFOs must treat reconciling employee benefit premiums with the same financial discipline as applied to payroll taxes and other vendor payables.
BY DOUG DEVLIN
March 2026MYTHS & TRUTHS ABOUT ALTERNATIVE LENDING: WHAT EVERY PEO SHOULD KNOW
Alternative lending isn’t replacing banks, it’s filling the significant space banks left behind. It’s faster because it has to be; more flexible because modern businesses demand it.
BY SUSANNAH ALBRIGHT
March 2026ADVERTISEMENT
