THGTHE HULDISCH GROUPPEO BROKERAGE

For PEO providers

PEO Partners

The Huldisch Group strives to establish a mutually beneficial long-term working relationship with unique PEOs.

We understand that one size does not fit all. For this reason, we are thrilled to partner with multiple providers so we can best serve our clients.

Go to the questionnaire
Partner programAt a glance
Status offered
Preferred provider
How clients reach you
Matched on fit, not listed in a directory
Client base
Small and mid-size US businesses
Compensation
Paid by the PEO; nothing charged to the client
The field
500+ PEOs operating in the US (NAPEO)

The invitation

Dear PEO Partner,

Our goal is to grant you preferred provider status and ultimately match you with our clients. We would like to learn more about your company and how the needs of the companies we serve are best satisfied by you.

On behalf of The Huldisch Group, we welcome you to fill out the contact form below so we can set up a mutually convenient time to speak.

Thank you,

Richard Huldisch

CEO | Managing Partner

Preferred-partner questionnaire

Six short sections, 74 questions. Answers marked optional can wait for the call. Everything else is what we compare across partners before matching one to a client.

  1. Company profile

    What kind of services do you provide?
    Is your company a member of NAPEO?
    Is your company IRS certified?
    Is your company ESAC accredited?
    Do you service clients nationwide?
  2. Payroll

    Do you provide a dedicated payroll specialist, or support via a general call center?

    Number of days

    Do employees have self-service access to view pay stubs, update direct deposit info, and manage tax withholdings?Optional
    Do you assist with filings and tax payments reviews?Optional
  3. EPLI & training

    Do you offer EPLI?
  4. Workers' compensation & safety

    Does your company provide workers' compensation coverage?
    Does your workers' compensation carrier have an AM Best rating?
    Do you offer any loss-based incentives to clients?
    Do you allow clients to maintain their stand-alone workers' compensation policy?
    Do you provide safety program development & implementation?
    Do you provide safety training & materials?
    Do you provide a drug-free workplace program?
    Do you provide risk identification & analysis?
    Do you provide periodic safety program audits?
    Do you provide accident investigation & recommendations?
  5. Benefits

    Do you have a master health insurance plan?
    Master medical plan carrier(s)Optional
    Do you offer tiers or uniform rates on your master health plan?Optional
    Do you allow clients to maintain their stand-alone health insurance policy?
    Do you offer COBRA tracking and administration?
    Do you offer an EAP program?
    Do you offer Section 125 administration?
    Do you offer a dental carrier?
    Do you offer a vision carrier?
    Do you offer a 401K?
    Do you offer TransitCheck?
  6. HR technology & services

    Do you offer HRIS and/or HRMS platforms?
    Do you offer a time & attendance platform?
    Do you offer performance reviews?
    Is your technology portal custom or 3rd-party based?
    Is your HR technology cloud based?
    Do you offer an app for employees?
    Do you offer talent acquisition & onboarding services?
    Do you provide performance management services?
    Do you provide training & development programs?

Your answers go to Richard Huldisch directly. Nothing is published.