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Service

PEO transition and exit

Leaving a PEO touches benefits, payroll history and tax IDs. We plan the move so employees see no gap in pay or coverage.

Who it's for

Companies switching PEOs or moving to an ASO or HR software.

What you get

  • A transition timeline tied to benefits and payroll dates
  • A checklist for data, tax and benefits continuity
  • Coordination with the new provider

How it works

  1. Review your contract's notice terms
  2. Choose the new provider and start date
  3. Plan benefits and payroll continuity
  4. Run the cutover

Questions buyers ask

What's the best time to switch PEOs?

Usually at a benefits renewal and a quarter boundary, which keeps payroll tax filings clean.

Other services

Talk through your options

A 30-minute consultation to review your situation and whether a PEO, ASO or HR software fits.

Book a consultation