The
Partnership Press
October 2025
Tip of the Month:
Document & Track Client AE Wins & Areas for Improvement
When it comes time for AE debriefs in a few months, it can be hard to think back to the whirlwind of AE: what went right, and what didn’t. Whether it’s an excel spreadsheet or writing it down in a notebook, capture those important client insights now, so you’re better prepared for those post-enrollment strategy meetings later.
Stay Informed: Businessolver Updates Curated for You
New Study: Companies that Cut DEIB Risk 35% Higher Attrition
Businessolver recently released its 2025 State of Workplace Empathy DEIB Special Report uncovering the business risks associated with cutting diversity, equity, inclusion, and belonging (DEIB) programs.
Despite 85% of CEOs stating that DEIB initiatives are important to their organization, only 57% currently have them in place, down 17 points from 2024. This retreat could cost companies by putting retention and culture at risk; employees at companies without DEIB are 35% more likely to leave their jobs compared to organizations with DEIB initiatives in place.
As a strategic benefit advisor, consider what this new data means for your clients who are looking to manage costs and build supportive workplace cultures.
Annual Enrollment is here, and so is the future of AI in benefits
Thursday, November 13, 2025 I 3-4:15 PM CT
We’ve got a special post-AE surprise in store! Join our upcoming Think & Clink to hear from industry experts on how to cut through the AI buzz, uncover proven solutions, and sharpen your RFP strategy to better serve your clients.
🎉 Plus, enjoy champagne, cobbler smashes, and sweet treats—because you’ve earned it.
Let’s tackle what’s next, together.
Recent Compliance Updates You Should Know
IRS publishes draft instructions for IRS forms 1094-C ad 1095-C
The IRS has published draft instructions for the 2025 version of the 1094-C and 1095-C. Help employers review the reporting requirements in preparation for the distribution and filing of 1094-C/1095-C forms and ACA data submissions due in early 2026.
Newborn health coverage impacted by Texas’s SB 896 Law
Texas has enacted SB 896—a new law that expands the coverage period for newborn children in fully-insured plans. It also gives parents additional time to provide a notice of the birth and submit any required payments for additional premiums. Additionally, the law places restrictions on these plans by requiring they cover certain aspects of newborn healthcare.
SB 896 impacts plans issued, renewed, or delivered on or after January 1, 2026. It has no impact on self-insured plans.
Read the text of SB 896 for more detail
Help your clients stay ahead of compliance challenges
As regulations continue to evolve, staying compliant can be overwhelming for your clients. ComplianceDashboard simplifies the process—offering a centralized, easy-to-use platform that helps employers manage and track their compliance obligations with confidence. Consider which clients could benefit from the added value of streamlined compliance assistance and reduced risk.
New and Noteworthy: Your Monthly Industry Update
Preparing for open enrollment: Generational tipping point shaping adviser strategies
As the workforce becomes more generationally diverse—with Gen Z and Millennials now outnumbering Gen X and Boomers—this article offers actionable insights (like hyper-personalization, AI, and more) for you to help your clients navigate the evolving benefits landscape.
As costs soar, employers plan 'disruptive' changes to health plans
Industry experts are predicting that healthcare costs will continue to rise in 2026, leading to tangible changes in many employers' health care plans. You can help your clients by evaluating company medical costs, company pharmacy costs, and affordability for employee, not to mention, how AI will fundamentally change benefits are administered, communicated, and managed in the next three years.
Financial Wellness Benefits: 4 Best Practices for Managing Today’s Top Benefit
With 57% of employees citing finances as their top stressor and 83% of HR leaders concerned about its impact on productivity, financial wellness is now a top priority for employees. You can help your clients respond with tailored financial wellness benefits to reduce stress and improve productivity. This article helps outline some of those best practices to share with your clients.
