PEO Rescue Process Summary
The unbundling process typically takes up to 18 weeks to identify your needs, evaluate solutions, and plan for a smooth transition. To simplify the process, we’ve broken it down into five steps:
1. Introduction
Meet client in person or virtually to understand their objectives, where they are in the readiness stage to leave their PEO, and how PostPEO will serve them.
2. Initial Fee Assessment
Complete a complimentary fee assessment and present the findings to you and your client. If the fee savings are sufficient to proceed, we’ll move to a committed engagement which includes your agency handling the client’s employee benefit program and a transition and management fee to be paid to PostPEO upon completion of implementation.
3. Detailed Analysis and solution providers
Based on your client’s identified payroll and HR technology requirements, evaluations are conducted together to determine which payroll/HR technology vendor best meets their needs. We also encourage them to include their CPA or accountant. Your agency will design a tailored benefit plan and if requested, workers’ comp and any other lines of insurance.
4. Implementation
PostPEO advises your client on how to terminate their PEO arrangement and supports setting up state, local, and federal registrations and tax accounts. Working alongside your client’s team, we ensure the payroll, benefits, HR, and any other insurance needs are in place within the necessary timelines. Support is available to communicate the transition to their employees as well.
5. Ongoing Management
Once implementation is completed, PostPEO will remain as a trusted advisor to ensure you and your team have the support to ensure the success of the transition during the first year.If the organization wants PostPEO’s continued involvement after the first year, there is a quarterly management fee.