By shifting a client's perspective — helping them look at health benefits as a workforce investment, not just a hit to the bottom line — benefits advisors can become a trusted partner to their clients and win more business.

Plan sponsors should take note of how rules around retirement plans are evolving due to regulatory changes, including the passage of SECURE 2.0, and whether their strategy remains relevant in this new environment.

SECURE 2.0 includes changes to retirement plans that will push up the age investors are required to start withdrawing from their 401(k)s to 73 in 2023 (from last year's 72).

With the rapid pace of tech development, it's more important than ever for HR teams to stay current.