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How to Leave a PEO (Checklist)
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How to Leave a PEO (Checklist)

Use this checklist for a smooth transition out of a PEO.

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Your Step-by-Step Guide to Leaving a PEO

Many smaller companies work with Professional Employer Organizations (PEOs) for human resource services and to give their employees access to health and retirement benefits, essentially “leasing” their workforce to the PEO. While it may sound ideal on the surface, once you dig a little deeper you may find a PEO doesn’t quite offer the HR and payroll solution you envisioned.

Between limited options, hidden fees and lack of HR support, it might be time for your clients to move on from their PEO and bring HR and payroll in-house. Share the checklist below with your clients as a resource for them to ensure a smooth transition when leaving a PEO.

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