Running Your Business

Broker’s Guide to the PEO Exit and Steps to Unbundle

Date | Time

Tuesday, January 26, 2021
1:00PM – 2:00PM




When an employer enters into a PEO agreement, their employees are co-employed with the PEO. Many times it’s discovered that this is not a cost-effective way to manage payroll, benefits and HR.

Before exiting a PEO, it is important to understand the exact services and technology that a PEO is providing and the steps necessary to ensure a smooth transition.

Join this NAHU member-only webinar on Tuesday, January 26, at 1 p.m. Eastern presented by leading expert Paul Aemisegeo, founder of PayrollMart. Paul has 25+ years of experience in the payroll and employee benefits space, assisting thousands of insurance brokers across the country and supporting their clients in the PEO exit process.

Topics of focus:

  • The PEO Model & Value Proposition
  • Building Blocks of Your RFP
  • Case Study and Implementation & Transition
  • Checklist in Review

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