PEO Advisory Services

Independent PEO Selection and Oversight

A PEO relationship affects payroll administration, employee benefits, compliance posture, and employment risk exposure. Stable Rock advises investment managers on evaluating, selecting, structuring, and overseeing PEO partnerships to ensure alignment with your firm's operational, regulatory, and financial objectives.

PEO EVALUATION AND SELECTION

Independent assessment of PEO providers, including service model review, industry fit, pricing transparency, and contractual considerations.

COST-BENEFIT AND RISK ANALYSIS

Comparative financial analysis, fee structure review, risk allocation evaluation, and assessment of co-employment implications.

IMPLEMENTATION AND TRANSITION SUPPORT

Onboarding coordination, payroll and benefits transition planning, and workflow alignment to minimize operational disruption.

INSURANCE POLICY AND COVERAGE REVIEW

Review of employment-related insurance coverage embedded within PEO arrangements, including workers' compensation and related protections.

ONGOING PEO RELATIONSHIP OVERSIGHT

Periodic review of service levels, cost structure, renewal terms, and alignment with your firm's evolving headcount and operational model.

Comparative evaluation and selection of national and regional PEO providers

Financial modeling of PEO cost structures versus standalone solutions

Contract review and negotiation support

Transition planning and coordination during provider changes

Ongoing review of PEO performance and cost alignment

Considering a PEO or reassessing your current provider?

Let's review your structure, headcount plans, and cost model to determine the right path forward.

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