Leaving Your PEO: What to Know Before You Go

As a financial professional working with small business owners, you’ve likely encountered companies who are part of Professional Employer Organizations (PEOs). Outsourcing functions like payroll, benefits administration, HR, tax administration, and regulatory compliance to a PEO can allow that business owner to spend more time growing their company.

But what happens when the needs of that business outgrow the capabilities of the PEO? Leaving a PEO may seem daunting, but with the right tools, it can be an easy transition.

Watch the recording below as we unpack the following:

• Why do companies join a PEO? Who is a good fit?
• Reasons an organization may want to leave their PEO
• Key things to consider when exiting a PEO arrangement
• Strategies to streamline the transition

Please give our guest speaker, Mackenzie Litten, of Paypro a warm welcome! 

About Mackenzie:

HCM Senior Sales Representative, Paypro Workforce Management

I’ve been in the HCM industry for 13 years.  I have found my home here at Paypro due to the company’s exceptional focus on customer service and being able to provide a world-class technology for our clients at a competitive rate.  I live in Des Moines, IA with my husband Blake and our 3 sons- Lyle (2) and Leo and Luca (8 months), our identical twins! In my spare time I love spending time with my family, being outside and riding my bike. I am passionate about my career and pride myself on being easy to work with and easy to get a hold of!