Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Focus Partners differentiates itself from traditional TAMPs by offering comprehensive planning support, advanced client service, and specialized skill that aims to help independent advisors scale their practices and win ultra-high-net-worth relationships without expanding internal staff.
The S&P 500 rode a bumpy path to end the first half of 2025 at a record high after falling more than 19% in April as tariffs fears evaporated.