Transitioning Off the PEO
Approaching 100 employees, or feeling held back by your PEO's processes? Evolve HR's white paper shows when to make the move and the six steps to get there. It also covers the HRIS, tax, benefits, 401k, compliance and workers' compensation pieces you will need in place. Download it before your next PEO contract or benefits renewal.
- Five timing signals
- Six-step transition plan
- Partner and tool checklist
What You Will Learn
What's inside the white paper
- Clear signals that your company has outgrown its PEO, from headcount growth to wanting more control over benefits.
- A six step transition roadmap covering timing, business impact, stakeholder input, partner selection, and employee communication.
- Guidance on building an internal HR service delivery model that defines who owns each function after the PEO.
- A checklist of what to replace, including HRIS, state unemployment tax setup, benefits brokers, 401k fiduciaries, and workers' compensation.
- Practical advice on communicating changes early and training employees so the move away from the PEO goes smoothly.
