5 Steps to Uncover What Your Clients Are Missing in Their Benefits Package

Sep 30, 2026 / By Debra Taylor, CPA/PFS, JD, CDFA
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Fall is open enrollment season, and most clients check the same boxes every year and move on. See how an annual benefits review can catch what they miss, like an unopened HSA and its tax-free healthcare savings, or a neglected 401(k) option that let one executive move tens of thousands of dollars into his Roth each year.

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