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What is a Professional Employer Organization (PEO) and is it Right for your Company?

Learn whether a PEO is appropriate for your organization. Here are some of the questions we will answer:

  • What is a PEO?
  • What is the difference between a PEO and ASO (Administrative Services Organization) model?
  • Potential advantages and disadvantages of a PEO and ASO
  • Is payroll, medical & workers compensation insurance, and retirement plans more cost effective with a PEO/ASO model?
  • How do PEO’s make money?
  • What is a Certified PEO?

 

Speakers:

Pete Ravani
Vice-President & Senior Retirement Plan Specialist CBIZ Retirement Plan Services.

Pete is in charge of business development for the state of California. Mr. Ravani is a Certified Financial Planner™ (CFP®) professional and earned the Accredited Investment Fiduciary (AIF®) designation, awarded by the Center of Fiduciary Studies, which provides formal training in corporate investment fiduciary responsibility. In his role as Retirement Plan Specialist, Mr. Ravani is in charge of developing and implementing investment and fiduciary best practices on behalf of clients. In addition, Mr. Ravani monitors retirement plans with regard to investment performance, plan fees, employee communication, and other aspects of plan maintenance that are required on a regular basis. Pete’s main responsibility is implementing CBIZ’s proprietary fiduciary risk management process known as The Fiduciary Risk ManagerTM, which was established to help individuals manage the personal liability associated with being a Fiduciary to a qualified plan.

 

Carlos Ayala
Lead Consultant & Client Advocate
CBIZ Benefits & Insurance

Employee Benefits broker with 18 years of experience in designing, implementing and managing competitive healthcare programs for small and mid-market companies. Expertise in Group healthcare financing and funding arrangements with focus in consumerism and consumer directed healthcare plans, wellness programs, health and productivity. Effective and experienced in working with Human Resource, Finance and Operations teams. Carlos’ flexible, creative, results oriented approach is highly effective at developing a health plan and vendor selection strategy that meets each client’s benefit and financial needs. Before joining CBIZ in 2007 Carlos was at Melita Insurance for 2 years and previous to that at Willis Insurance Services for 5 years.

Meal Type

Pre-Dinner

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: Information Technology

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.

 

Tickets

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Chapter Member (PD-4-16)Free

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Chapter Partner (PD-4-16)Free

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Non-Member (PD-4-16)$110.00

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