Why would I worry about offering payroll or retirement plan services to my clients?

The short answer is because somebody else already is. Often, that other party is a direct competitor of yours. Whenever a competitor has a business relationship with your client, your relationship is in danger. It is always better to have multiple business relationships with each client to increase your value. Not to mention it is always better to have your own partners delivering services you don’t.What is California Secure Choice? (For California Employers)

Is Ceridian in the benefit broker business?

Absolutely not. Ceridian has a proud history of working with trusted partners who are specialists in their area. Unlike other major payroll providers, Ceridian is not a competitor of yours. It is searching for great benefit brokers to work with Plan 360. Will I be forced to offer California Secure Choice to my employees when it is fully implemented? (For California Employers)

I certainly want to do what is best for my clients. But what are some of the specific reasons for digging deeper into the Plan 360 opportunity?

Plan 360 offers a flexible business solution to benefit brokers. This is due to the fact that various benefit brokers may have different motivations for their interest. We can think of several motivations for joining the Plan 360 team:

• 1. Growth of their business (this will be a common motivation for all benefit brokers)
• 2. Protection of existing clients (to deepen relations through multiple business product channels)
• 3. Enhanced revenue opportunities (a common but not universal motivation)

Do I have to be securities licensed in order to receive compensation from Plan 360?

The answer is it depends! It certainly simplifies things if you are securities licensed. However, if you are not securities licensed it is acceptable to enter into a marketing relationship with the Plan 360 team. The subject becomes fairly complicated depending on the state you work in and your licensing status. The best thing is to contact us to discuss it.

Will I need to become an expert in payroll or retirement plans?

Absolutely not. The whole purpose of Plan 360 is to gather a team of experts who work together to solve client issues and needs. Plan 360 gives you the opportunity to partner with some of the nation’s leading experts in payroll and retirement plans.

What is the process of joining the Plan 360 team?

The Plan 360 initiative is designed to bring together a team of experts in their various fields. Plan 360 is looking for a limited number of benefit brokers to partner with. We are looking for benefit brokers who are willing and prepared for the new business environment. Chaos and uncertainty is another form of opportunity. We are looking for benefit brokers who understand this and have what it takes to flourish in that environment. The easiest way is to contact us today.

What size of client make sense for Plan 360?

The program is designed for most small employers. With Plan 360 we define small as employers with 300 employees or less. This certainly fits the vast majority of US businesses. However, if you are a benefit broker with clients who have more than 300 employees, we have a very sophisticated solution that is separate from the Plan 360 program.

I thought Ceridian worked only with large employers. Does Ceridian really work with smaller clients?

Absolutely. Ceridian has been providing payroll in the United States for more than 80 years. While it is true that Ceridian is known for working with mid and large market clients, it has been working with smaller clients for a long time.