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Tom Meaglia, ChFC®, AEP®,

CLU®, CRPC®, MSFS

Chartered Financial Consultant

Investment Advisor Representative

Chartered Retirement Planning Counselor

CA Insurance Lic. #0567507

 

Meaglia Financial Consulting

2105 Foothill Blvd., #B140, La Verne, CA 91750

 

Toll Free: 800-386-3700

Bus:         909-593-6105

Cell:         818-681-8600

Fax:         909-593-6120

 

Email: tom@meagliafinancialconsulting.com

Website: www.meagliafinancialconsulting.com

July/August 2026

Time To Review Your Benefits Package?

African woman at office, glasses on face with laptop and thinking of future of corporate in South Africa. Happy black business person with spectacles at work, confident in career and professional job

Researchers at Oxford University discovered that happy workers are 13% more productive. Additionally, a study by the job search firm Indeed, "Classic Employer Benefits Still Drive Job Seeker Decision," reported that 49% of US job seekers say "better benefits" motivate their search—second only to higher pay. These figures alone might encourage you to review your benefits package. But there's more to consider.


Make New Friends, But Keep the Old
Another Indeed study shows that both "newer" and "traditional" benefits can work together to attract and retain the best employees for your needs. Traditional benefits are the standard offerings most employees expect: health insurance (including dental and vision), paid time off, and retirement plans. These essentials top the list of benefits workers seek, along with one newer benefit: flex time.


Regarding newer benefits gaining popularity, consider flexible work schedules, remote work options, student loan reimbursement, paid parental leave, and mental health days. These perks have become especially significant in a post-pandemic world where work-life balance is a top priority for many employees.


Offering flexibility shows your staff that you trust them to manage their own time. Plus, it helps you appeal to a wider talent pool, especially younger generations who prioritize work-life balance.


The Interplay
When traditional and newer benefits are combined, they create a well-rounded package that's more likely to help you attract and retain qualified employees. For example, if you offer solid health insurance and a retirement plan along with flexible hours or remote work options, you're not just checking boxes; you're sending a message that you care about both their professional and personal lives. It shows potential hires that your business values stability and adaptability—two qualities that resonate in today's workforce.


Putting it Together
You face financial constraints, and each company's workforce is unique. The effectiveness of benefits can differ by industry, so it's important to customize your approach to meet your business and employees' needs.


Review your workforce demographics and the benefits other small-business owners offer. Then consult your benefits advisor to see how you and your employees can maximize your benefits package.


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Thomas Meaglia is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
Insurance and annuity products are not sold through Fusion Capital Management. Fusion does not endorse any annuity or insurance product, nor does it guarantee any insurance or annuity performance. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from Fusion's investment advisory fees.
Meaglia Financial Consulting and LTM Marketing Solutions, LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Marketing Solutions, LLC, an unrelated third party. Articles are not written or produced by the named representative.

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