Practice Management

As the nature of work continues to shift, smart companies are staying ahead by prioritizing wellbeing in ways that are strategic, inclusive and sustainable.

While the One Big Beautiful Bill Act (OBBBA) that President Trump signed into law on July 4, 2025, somewhat surprisingly does not directly address any issues related to qualified retirement plans, it does impact executive compensation in a couple of ways that may be of interest to executives and their financial advisors.

Only 25% of workers say they feel very or extremely excited about their work.

Nearly half (43%) of workers said they needed more education on how to use AI effectively.

The majority of Gen Xers (68%) and millennials (61%) say "feeling valued and recognized for contributions" is the leading factor driving their engagement.

When HR and benefits leaders can tie care to cost control and culture to profit, wellness becomes a non-negotiable business strategy.