The
Partnership Press
August 2025
We Want To Hear from YOU!
At Businessolver, we’re more than just benefits administration technology. We're a consultative partner focused on continuous improvement and delivering delight, striving to know how our clients, and our employees feel supported.
Now, we want to hear from YOU, our valued Channel Partners, about how we can better support you and your clients. In case you didn’t have a chance to submit your feedback in our last edition of the Partnership Press, we’re giving you another chance to share your thoughts here.
After you submit your feedback, keep an eye out for a $10 coffee gift card—just our way of saying thank you for being a valued partner!
Tip of the Month
Effective communication channels during Annual Enrollment are key to helping employees understand and engage with their benefits. But how often do benefit guides end up in the trash bin?
As a strategic advisor, this time of year is a great opportunity to help your clients build a communication strategy that actually works.
For instance, maybe your client has a highly dispersed, off-site population that doesn’t have access to a computer and would prefer mobile texts instead. Or maybe they have a less mobile workforce who is used to checking their email for benefits info. Consider who your clients are communicating to, and that will help you decide on the “how.”
Recent Compliance Updates You Should Know
What are “Trump Accounts”?
The OBBBA introduced a new federal initiative called Trump Accounts. Designed to help families build long-term financial security for children born between 2025 and 2028. Each eligible child will receive a $1,000 federal seed deposit, with additional annual contributions of up to $5,000 allowed from parents, employers, and others.
Key Details:
- Eligibility: U.S. citizens born Jan 1, 2025 – Dec 31, 2028
- Funding: $1,000 federal deposit + up to $5,000/year in contributions (including $2,500 from employers)
- Qualified Uses (age 18+): Education, small business/farm loans, first-time home purchase
- Investments: Low-cost U.S. index funds/ETFs; earnings grow tax-deferred
- Employer Impact: Optional, tax-free contributions (pending IRS guidance
How to make this a win for your clients
Given the potential for optional tax-free contributions, consider how you can help educate and strategize with your clients to integrate this opportunity into their benefit programs—especially those focused on family support, financial wellness, or long-term savings.
Important Context for Your Clients on OBBBA
By now you might already be getting questions about OBBBA from your clients. You can leverage this as an opportunity to help strategically stay ahead of key changes in the bill, such as:
- Higher Dependent Care FSA Limits: Increased to $7,500 (or $3,750 for married employees filing separately). Note: Many employers cap contributions below the max for nondiscrimination testing purposes.
- Telehealth Coverage for HDHPs: HDHPs can now permanently cover telehealth and remote care services before the deductible is met (retroactive to 1/1/2025).
- HSA Coverage for Primary Care: HSA funds can now be used for primary care arrangements—up to $150/month for individuals or $300/month for families.
- Expanded HSA Eligibility: Bronze and catastrophic plan participants (via the exchange) are now eligible to contribute to HSAs.
- Paid Family Medical Leave: Enhancements to the tax credit program.
Our recent blog explores the impact of OBBBA in HR, offering key insights and strategies for your clients, such as reviewing claim cost drivers and creating a communication plan for the changes.
Stay Informed: Businessolver Updates Curated for You
Benefits Leadership TransformationAssembly
August 26-27 | New Orleans
We’re gearing up for the third and final Benefits Leadership Transformation Assembly of 2025, hosted by The Millennium Alliance, August 26–27 in New Orleans.
Businessolver will be front and center, with leaders such as Sara Vidoni, Don King, and Monica Hinchey on-site for 1:1 strategy meetings with Directors, VPs, SVPs, CHROs, and Channel Partners.
They’ll also lead a hands-on workshop focused on one of the biggest challenges facing employers today: controlling costs while improving the employee experience.
If you're attending, we’d love to connect. If not, stay tuned—we’ll share key takeaways post-event.
HR Tech 2025
September 16–18 | Mandalay Bay, Las Vegas
Businessolver is heading back to HR Tech for our 8th year at one of the industry’s leading conferences. With over 7,200 professionals expected, this event is a must for Channel Partners looking to help their clients optimize current systems or explore new solutions.
Here’s where you’ll find us:
Welcome Reception
• Tuesday, Sept. 16 7:00–9:30 p.m.
• Rhythm & Riffs, Mandalay Bay
Breakout Session: “Future-Proofing Benefits Delivery for Tomorrow’s Workforce: What Gen Z Really Wants – and How to Deliver It"
• Wednesday, Sept. 17 10:30–11:15 a.m.
• Oceanside C Ballroom - Mandalay Bay South Convention Center
Click here to RSVP to our reception, save our session to your calendar, and schedule a meeting with us!
Mid-Year Innovation Updates
As a Channel Partner, we want to give you an inside look at what we’ve been up to in the first half of 2025!
Launched MyChoice Accounts as a standalone offering: This modern alternative to legacy financial tools delivers a unified spend, save, invest experience for holistic financial wellness
Enhanced Sofia®, our virtual assistant: A refreshed, intuitive interface for a more seamless user experience and smarter, more human-like interactions across channels
Expanded Benefits Insights Dashboards: Support smarter, data-driven HR planning that empowers your clients with actionable insights
Introduced onboarding guides: Improve early user engagement and help employees get the most out of their benefits from day one
Read our Mid-Year Innovation press release
Smarter AI, Sharper Support: Meet the New Sofia®
We’re thrilled to unveil the latest evolution of Sofia®, our proprietary AI engine—now more powerful, intuitive, and advisor-ready than ever. This update introduces major enhancements to Sofia’s agentic AI framework, designed to deliver faster and more personalized service for your clients.
With expanded intelligent agents—Intake, Answer, QA, and Insights—Sofia now automates routine admin tasks, surfaces real-time insights, and enhances client interactions across every channel.
But what’s even better: new features like voice capabilities, GraphRAG-powered contextual intelligence, and our AI Watch Tower for safety and accuracy mean you can trust Sofia to deliver smarter, more human-like conversations.
This is more than an upgrade—it’s a strategic advantage for advisors and their clients navigating today’s complex benefits landscape.
New and Noteworthy: Your Monthly Industry Update
Mental Health Doesn’t Take a Summer Break
Even in the season of sunshine and PTO, mental health challenges don’t pause. And while more employees are asking for better support, many still don’t know what is available to them. In fact, according to the National Alliance on Mental Illness, about 1 in 4 employees say they don’t even know whether their employer offers mental health benefits, EAPs, or flexible work options—a gap that can lead to underutilization and missed opportunities for support.
For Channel Partners, this is a chance to help clients cut through the confusion and make mental health support more accessible and actionable.
Here are three benefits worth spotlighting this summer:
• EAP Programs
Employees across generations consistently rank EAPs as a top-desired benefit. But our Empathy and Benefits Insights research shows that low awareness and unclear communication often lead to low usage. Highlight the value here—like access to licensed mental health professionals—and make it easy to understand.
• Flexibility
Summer schedules are full of travel, visitors, and patio plans. Flexibility shouldn’t just be a seasonal perk—it’s a meaningful way to support mental wellbeing and help employees recharge year-round.
• Caregiving Support
Summer can be especially tough for caregivers navigating new routines and added costs. Pairing flexibility with targeted support can make a big difference in how employees manage stress and stay engaged.
Check out how our client Beacon Health System revamped their PTO plan to support financial wellbeing and flexibility.
5 ways to reframe generational benefits preferences
In EBN’s recent survey of over 1,300 HR leaders, 45% identified both “driving down total spend” and “engaging our workforce” as top strategic priorities. As a trusted partner, you’re uniquely positioned to help employers navigate this complexity. Whether it’s identifying cost-saving opportunities, optimizing plan design, or leveraging data to personalize the employee experience, your guidance is key to aligning benefits strategy with business outcomes.
