Our discipline extended to expense management we made difficult decisions in the quarter, which resulted in meaningful run rate cost savings. Expenses are increasingly aligned with the scale of our business, and capital has been made available for investment and for shareholders.

Apr 30, 2026 / receipt, needs a key / Mala Murthy, CFO | earnings call 2026-04-30 | transcript 22ecf142-46c8-42a3-bf7d-8587070a45c4 | chars 13150-13430 | segment 13

Our continued disciplined expense management is driven by further automation and our workforce strategy.

Oct 29, 2025 / receipt, needs a key / Kelly Tuminelli, CFO | earnings call 2025-10-29 | transcript e33fa693-e9d6-4a9e-8fe7-87dedc43d354 | chars 16863-16967 | segment 17

Importantly, even as we improve our service distribution and offering, we continue to deliver prudent expense management and gain efficiencies, freeing up resources to reinvest in the business and building confidence in our team's ability to execute.

Jul 25, 2025 / receipt, needs a key / Mike Simons, CEO | earnings call 2025-07-25 | transcript 1acbe51b-6207-4e39-b450-379137cf3292 | chars 3678-3928 | segment 3

We remain disciplined in our expense management while balancing the need to invest in initiatives to grow our business profitably as outlined in our medium-term strategy.

Jul 25, 2025 / receipt, needs a key / Kelly Timinelli, CFO | earnings call 2025-07-25 | transcript 1acbe51b-6207-4e39-b450-379137cf3292 | chars 11981-12151 | segment 12

We are proactively reducing our back office costs while making targeted investments in growth and automation. We believe robust expense management and prioritization will be critical to free up resources to reinvest in our business while delivering strong margins and attractive cash flows.

Oct 25, 2024 / receipt, needs a key / Kelly Timonelli, CFO | earnings call 2024-10-25 | transcript f1396190-94d2-4708-95b6-3f78a9749700 | chars 13496-13786 | segment 13

Trinet Enrich was initially launched with two products, Enrich Access, which allows Trinet customers to offer tax optimized travel reimbursements for medical care, and Enrich Adopt, which offers reimbursements for expenses incurred during the adoption process. In September, we added a third product, Enrich Learn. Enrich Learn allows for tax optimized reimbursements for expenses by SMB employees to advance their education. Additionally, in response to Hurricane Ian, we launched our fourth product as part of the Enrich product line, Enrich Disaster Relief. Again, Disaster Relief allows for tax optimized reimbursements for expenses incurred by SMB employees impacted by a federally declared disaster.

Oct 25, 2022 / receipt, needs a key / Burton M. Goldfield, CEO | earnings call 2022-10-25 | transcript 3a527272-030a-41d6-8bec-42b550addeee | chars 9581-10286 | segment 9

Enrich Access supports WSCs who need to travel to access medical services by covering travel expenses.

Jul 26, 2022 / receipt, needs a key / Burton M. Goldfield, CEO | earnings call 2022-07-26 | transcript a94c257c-8ddb-4cba-acca-cecd530f291b | chars 8921-9023 | segment 9

EnrichAdopt will enable WSEs to cover travel needs as well as many other adoption-related expenses.

Jul 26, 2022 / receipt, needs a key / Burton M. Goldfield, CEO | earnings call 2022-07-26 | transcript a94c257c-8ddb-4cba-acca-cecd530f291b | chars 9232-9331 | segment 9