Professional Employer Organization (PEO): Checklist

1.) Assess your workplace to determine your human resource and risk management needs. (See What Is A PEO for more info)

2.) Meet the people who will be serving you in order to be sure the PEO is capable of meeting your goals.

3.) Ask for client and professional references.

4.) Check to see if the company is a member of NAPEO, the national trade association of the PEO industry. Click here to visit NAPEO’s Directory of PEO Members.

5.) Investigate the company’s administrative and management expertise and competence. What experience and depth does their internal staff have? Does the PEO corporate staffing allocation follow the priorities of the PEO’s marketed services? Does their senior staff have professional training or designations?

6.) Understand how the employee benefits are tailored and how the employee benefits are funded. Determine if they fit the needs of you and your employees. Is the PEO fully insured, self-funded or partially self-funded?

7.) What is the full breadth of services offered and what type of education structure is in place?

8.) Review the service agreement carefully. Are the respective parties’ responsibilities and liabilities clearly laid out? What guarantees are provided? What provisions permit you or the PEO to cancel the terms of the contract?

9.) Make sure that the company you are considering meets all state requirements.

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