IPPA Payroll News Fall 2024

FALL 2024

N E W S

PAYROLL

A QUARTERLY MAGAZINE FOR INDEPENDENT PAYROLL PROVIDERS

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LETTER FROM THE PRESIDENT H

appy HCM busy Season to all IPPA members!

The Fall kicks off many crucial events in our Industry such as an increased intensity around selling, thousands of hours of great work (some might say handto-hand combat) implementing new clients for go-lives, setup of benefits packages to prepare for online open enrollment and many client communications from our service teams to proactively prepare for a successful and accurate year-end.

The work we do isn’t always visible, but the services we offer are vital to the clients who trust us with paying their greatest assets timely and accurately.

Lee Roberts, Creative Planning

Executive Update We recently wrapped up IPPA’s Annual Business Meeting and I am so proud of the great work that we have done over the past year - highlighted by over 50 NEW IPPA members! We are an undisputed recognizable force in this Industry and our strength is only growing.

As I type this message, I am getting excited to see many of you in San Antonio, Texas, September 24 – 26 for our annual IPPA Owners & Executives Strategic Retreat. Like all of our events, it is going to be amazing and I am personally looking for actionable takeaways that will make me a better business person and my company better. As many of you know, we have been on a journey over the past number of years in our Association to provide insight, training and ideas to every position level of our organizations and we want this conference to be hyper focused at the owner and key executive level with discussions around how to combat the challenges and opportunities we have facing us.

I want to personally thank all of the hardworking planning committee members who have put together a great agenda containing great content and plenty of networking opportunities for all of us.

Government Affairs We continue to engage in Government Affairs and are getting better and better each day at how we can monitor, provide feedback and influence legislation that is affecting our Industry. We have learned that early action is key to engagement, and we are blessed to have such great leadership in our government affairs team which now consists of an MTL committee that is made up of both IPPA and TPG leaders. This unification has strengthened our position with the rule makers, has us organized and making an incredible impact on the #1 issue facing our Industry today – Money Transmitter Licensing (MTL). continued on page 9 3

MESSAGE FROM THE PRESIDENT

6 MEMBERSHIP UPDATE

7 ALLIED PARTNER UPDATE

8 MEMBERSHIP PROFILE Southland Data Processing

10 ALLIED PARTNER PROFILE Benalign

12 Owners & Executive Strategic Retreat Highlight

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NEWS

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2023-24 BOARD OF DIRECTORS Lee Roberts, President

Matt Vaadi, Director

Creative Planning for Business Phone: 320-229-6103 E: lee.roberts@creativeplanning.com

guHRoo Payroll & HR Phone: 803-816-1542 E: matt@guhroo.com

Lori Brown, Vice President

Andy Wilson, Past President

PayNW Phone: 866-729-6920 E: lorib@paynw.com

ConnectPay P: 303-325-9695 E: andy@altitudepayroll.com

Sean Shanks, Director

IPPA Central Office

MoneyWise Payroll Phone: 434-817-8788 email: sean@moneywisepayroll.com

4919 Lamar Ave. Mission, KS 66202 P: 913-384-2345 | F: 913-384-5112 E: ippa@dci-kansascity.com Website: www.ippa.net

Janelle Emanuele, Director B2E Solutions, Inc. Phone: 262-563-5170 E: janelle@b2esolutionsinc.com

Cheryl Whelan, Executive Director P: 913-387-5609 E: cwhelan@dci-kansascity.com

Bridget Escobar, Director

Angela Capra, Associate Director

CTR HCM Phone: 724-772-2400 E: bridget.escobar@ctrhcm.com

P: 913-387-5608 E: acapra@dci-kansascity.com

Larry Kagan, Director

Shelby Debner, Director, Allied Partnerships

Baron Payroll Phone: 631-266-2500 E: larry@barronpayroll.com

P: 913-387-5623 E: sdebner@dci-kansascity.com

IPPA

a collaborative community with payroll solutions at its core.

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Membership Update Angela Capra, IPPA Central Office

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hether you have come to the IPPA for our first in class peerto-peer networking, commitment to government affairs advocacy or personal development, the IPPA Board is working to ensure that the association evolves with the needs of our members. IPPA would like to be the one organization that provides a value-driven membership experience with the goal of ongoing success for years to come.

You will find upcoming events and ways to stay engaged with colleagues and industry partners below.

MONTHLY WEBINARS IPPA kicked off our 2024-2025 membership year on July 1st and have already hosted two-member webinars Integrating Employment

WELCOME

NEW PAYROLL MEMBERS! Certified Payroll Services - Indiana Colonial Payroll Services LTD Commonwealth Payroll Evolution Payroll Services Mize CPAs OneHCM PeopleWorx/Payroll Services LLC Smart HR Tesseon

Practices Liability with Your HR Services and Beyond the Great Resignation: A Data-driven Approach to the Labor Shortage with labor expert Dave Gilbertson, that followed the 2024 Annual Business Meeting on September 12.

You can now view the calendar of upcoming webinars on our website.

We hope you join us on October 17 for the Answering the So What’s of Cyber for Payroll Companies webinar. As a reminder, webinars are open to all company employees, we encourage you to share the registration information with other members of your organizations.

UPCOMING CONFERENCES Before the end of the month, payroll company owners, key executives and

vendor partners will gather for the 2nd Annual IPPA Owners & Executives Strategic Retreat in San Antonio, TX. The agenda will help answer the “What if’s”; tackle owner and C-Suite challenges and provide guidance to building a high-performance team now and in the future. This conference promises to be a valuable opportunity for both individual and organizational development.

GOVERNMENT AFFAIRS IPPA continues to partner with TPG in their efforts to combat payroll inclusion in MTL laws across the US. States are currently out of session, but we are preparing our legislative plan for the fall session. The MTL Committee newsletter will pick up again when the next legislative session begins.

SAVE THE DATE

2024 IPPA Owners & Executives Strategic Retreat The Future is Now September 24-26 | San Antonio, TX Register here | View Agenda here October 17 | Webinar Answering the So What’s of Cyber for Payroll Companies Hosted by Black Bottle IT | Register here November 21 | Webinar Understanding and Navigating the Hidden Challenges of Payroll Registration Compliance Presented by Avalara | Register here 2025 IPPA Spring Summit Limitless March 12-14 | Las Vegas, NV Registration coming later this fall!

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Allied Partner Update Shelby Debner, IPPA Central Office

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Mark Your Calendar: IPPA Spring Summit

New this year, Retreat sponsors will be given the opportunity to take the main stage and present their newest product or service innovations to the owners in attendance.

Twelve companies applied and were selected for this premier forum, increasing the visibility and value of their sponsorship of the conference.

Thank You to Our Allied Members

e’re gearing up for the IPPA Owners & Executive Strategic Retreat and are excited to see all those who are able to join us in San Antiono! We know that this event wouldn’t be possible without the generous support of our sponsors.

This forum will also greatly benefit our payroll attendees, giving them insight to valuable, and potentially profitable, new services for their clients.

Not able to join us this Fall? Save the date for the 2025 IPPA Spring Summit!

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Save the date for the 2025 IPPA Spring Summit, scheduled for March 12 – 15 in Las Vegas. This premier industry event offers unparalleled networking opportunities, educational sessions, and insights from industry leaders. Registration will open in November, so stay tuned for more details.

Thank you to all of our members who renewed their membership dues for the 2024 – 2025 year. Your continued partnership and support are instrumental in driving our mission forward and ensuring the continued success of our industry.

We’re also delighted to welcome our new members and look forward to helping you get involved and make the most of your IPPA membership.

• • • • • • • •

Academy Bank Bear Checkeeper HR Service, Inc. Payroll Integrations Premier Banks Timesheets.com US Bank

MEMBERSHIP PROFILE

July 2, 2024 Subject: SDP & MPAY: A Dream Team Takes Flight – Exciting News!

Dear IPPA Family, Please help me celebrate as I share this exciting news! Southland Data Processing (SDP) is joining forces with MPAY, our long-trusted software provider, in a powerful acquisition that creates a dream team for everyone involved!

This isn’t just a business move; it’s the culmination of a 27-year partnership built on success. Since 1997, MPAY’s Millennium software suite has been the backbone of SDP’s growth. Now, becoming part of the MPAY family – including their established service bureau, Payentry – allows us to combine expertise and resources to reach even greater heights.

Why the fireworks? Here’s what makes this a win-win-win for everyone: • Clients: Minimal disruption and continued use of the trusted platform they know.

• Team: Stability and an exciting new chapter within a company that shares our values of putting people first.

• Shareholders: The reward for their continued investment in SDP. This MPAY acquisition reflects a shared vision: We’re not just in the payroll business, we’re in the people business. It’s a perfect fit, and the synergy is electric!

A Heartfelt Thank You to the IPPA Family As we celebrate this momentous occasion, I can’t forget the incredible role the IPPA community has played in SDP’s success. For 32 years, I’ve been honored to be part of the SDP family, and for the past 16 years, I’ve had the privilege of leading as President. The generosity of shared knowledge and the friendships forged within IPPA have been invaluable.

I plan to remain an active IPPA member, representing MPAY’s Payroll Service Bureau (Payentry). I’m excited to continue learning and sharing.

This MPAY acquisition, happening right around the Fourth of July, feels particularly symbolic. It’s a testament to the American dream and the incredible things that can be achieved when we work together.

Onward and Upward!

I can’t wait to see what the future holds for this dream team. In the meantime, let’s celebrate a new chapter SDP, an MPAY company filled with unrivaled service, a commitment to people, and continued success!

Inspire Joy, Renita J. Wojtuszewski (Bess)

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LETTER FROM THE PRESIDENT continued from page 3

Spring Summit

In Closing

IPPA planning is a 24x7x365 process and I am excited that we have already formed our planning committee for the Spring Summit which will take place March 12-14 in Las Vegas, Nevada. Last year over 450 people were in attendance; and similar to last year, we will have fantastic speakers and a whole lot of fun.

You don’t always know when, but the relationships formed over years of involvement with IPPA have helped me greatly in just the past 60 days.

I am excited about some of the new faces that have stepped up to help us in key functional areas of the Association over the past year, however we are still in need of more help. New volunteers and fresh voices are welcome so if you have energy and interest in helping our cause please contact incoming IPPA President, Lori Brown, at Lorib@paynw.com.

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I continue to be grateful to IPPA’s founders for building an organization that provides knowledge and the financial strength to help advance our great industry.

It has been a pleasure to lead you all over the past two years and I remain incredibly excited about what this Association will look like in the future.

Thank-you for all you do and I look forward to seeing all of you soon!

ALLIED PARTNER PROFILE

‘Outside the Box,’ Non-traditional Benefits for a Diverse New Workforce

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ince the spring of 2022, Benalign has been aligning employee perks and benefits to make daily life so much better for 150,000+ employees and over 2,200 employers that are active or in the onboarding process in a number of states across the nation. The fast-growing company offers unique benefits above and beyond traditional group-sponsored benefits for employees who don’t meet eligibility requirements or for those unable to afford the soaring costs of group benefit plans.

Benalign provides payroll services an innovative approach to differentiate from competitors and enhance your employers’ ability to recruit and retain employees in meaningful ways!

“We were pleased to have so many IPPA members inquire about our services in Las Vegas,” said Dan Whitney, Benalign’s Chief Business Relations Officer. “This is a wonderful organization for us and over the last two years we’ve enjoyed meeting with payroll owners and nurturing potential partnerships with Allied members. You have the direct connection to employers, and in turn, we give you an outside the box, added-value opportunity to help employers and employees reduce stress and save money.”

Benalign is an app-based platform available at NO COST to payroll partners and employers. It’s platform

• Benalign Perks • MyFinance Connections • MyPocket Storage

is not designed to compete with any traditional benefit offerings, but is more of a one-stop solution, providing employees with a diverse portfolio of voluntary, nontraditional benefit options that are aligned with the services they really want and need. Benalign is an ideal solution for part-time, seasonal and hourly employees, or any employee looking to relieve the financial stress of daily living.

• Consumer-direct Health Services • Voluntary Benefits Marketplace

The Benalign platform is completely customizable for employers and requires no administrative components. Your clients can enhance their benefit program with the opportunity to sponsor employer paid benefits in coordination with the Benalign app. Employers may contribute funds with innovative HRA /LSA reimbursement options, pre-paid cards, and a variety of other add on packages. Benalign develops the app around each employers requirements giving employees access to:

Benalign Perks: Discounts and savings on consumer items employees need in their daily living.

Using geo-aware technology, the app notifies of perks offered with 10 miles of an employee’s location. With over a million redemption locations across 10,000 cities in the U.S. and Canada, employees are never far from savings and more cash in their pockets!

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ALLIED PARTNER PROFILE Benalign Hub App: A unique platform of curated ‘non-traditional’ benefits with a focus on the needs of employees who lack access to traditional group benefits. This non-traditional marketplace includes over 20 different product and service offerings, all available directly to every employee 365 days a year without an “open enrollment” period.

benalign.com

MyPocket Storage: Feature designed to be the go-to storage solution for easy access to benefit summaries, benefit ID cards, and retail merchant loyalty cards at employees’ fingertips.

Individual Voluntary Insurance Benefits • Dental Coverage • Vision Coverage • Term Life Insurance • Final Expense Coverage • College Insurance Coverage • Legal Plans • Pet Insurance • Renter’s Insurance • Device Protection Plans • Accident Coverage • Hospital Expense Coverage • Critical Illness Coverage • Sick Pay Coverage

Individual Voluntary Non-Insured Benefits • Virtual Care / Telemedicine • Mental Health Counseling • Medical Weight Loss • Rx Benefit Program • Outpatient Lab Testing • Patient Advocacy • Medical Bill Negotiation • Virtual College & Career Counseling • Virtual Personal Fitness Training • Credit & Debt Counseling • Financial Planning • Medical & Consumer Loans • Pet Telemedicine

For payroll providers, Benalign offers co-branding opportunities and availability to link to your payroll portal if desired.

“Think of us as your back office concierge,” stated Whitney. “You are only as involved as you want to be. Should you wish us to work directly with your client, we take that trusted relationship very seriously.”

Located outside Denver, Colorado, Benalign’s parent company is Care Advocates, LLC, a consumer health care solutions organization. It’s next product launch will be a program geared to 1099 and self-employed individuals.

“The workforce of America is changing dramatically and employees are more diverse than ever, looking for and needing non-traditional options,” Whitney concluded. “Visit our booth in San Antonio and we will demonstrate how Benalign’s solutions address the next generation of workers.”

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Dan Whitney Chief Business Relations Officer 303.532.1673 dan@benalign.com

Sean Shanks, Moneywise Payroll 2024 Planning Committee Chair As I write this – it’s Friday afternoon, we haven’t reached the hotel deadline, and the Owner’s & Executives Strategic Retreat is still nearly a month away. When you read this note, the Strategic Retreat will be a few days away. The planning will be complete, the finishing touches will have been applied to the sessions, travel plans will have been made, and you will be finishing up the last few work commitments before you join your peers in San Antonio. (Side note – if you haven’t made plans to join us, it’s not too late, and you can still register to attend!)

While I’m not usually one to cheerlead, I’m genuinely thrilled about the program we’ve put together for the Strategic Retreat. This event is a unique chance for our members’ leadership teams to grow. We’ve set aside ample time for networking, and each presentation is packed with practical knowledge that can be applied to enhance your business. The value of our shared experiences and knowledge, as expressed by IPPA members, is immeasurable.

As we embrace our theme, “The Future is Now,” I’m already gearing up for an exciting time in San Antonio. Here are a few thoughts to ponder (without giving away the show) as we prepare for the retreat: • I don’t know what I don’t know.

• Classic Skills can be improved.

• Being prepared for What Ifs is Important.

• A focus on Culture is Essential.

• The Payroll Industry will continue to evolve and thrive.

Unlike our Spring Summit, where there are several tracks to choose from, the Strategic Retreat will find us all learning together; this provides an even greater opportunity to share in this experience and learn together.

I’m preparing for a great future and I’m looking forward to meeting you all there.

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OWNERS & EXECUTIVES S T R A T E G I C

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R E T R E A T

NEWS

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4919 Lamar Ave. Mission, KS 66202-3929 (913)384-2345 | ippa@dci-kansascity.com www.ippa.net