For TriNet clients
TriNet's benefits window closes October 13. Know your dates before it does.
If your company is on TriNet with a January 1 plan year, TriNet's benefits window closes October 13 at 10pm Pacific, and the renewal comparison in the portal disappears with it. When you can leave is a separate question, answered by your service agreement. We read both with you, free, and tell you in writing if staying is your best move.
A 20-minute call with Lucas. Free. No obligation. We only get paid when you save.
Dates from TriNet's published renewal guide and site, read October 3, 2026. Figures from TriNet's FY2025 Form 10-K and its Feb 12, 2026 earnings call. Notice terms from the 10-K and one TriNet agreement we have read; your agreement governs.
The situation
If your company is on TriNet with a January plan year.
Two dates matter, and only one is on TriNet's portal. The Benefits Strategy Solutions window for January plan years closes October 13 at 10pm Pacific; before it does, export the side-by-side comparison and submit the strategy you'd want if you stay, as a free fallback. Submitting does not commit you to staying. The second date is in your service agreement: TriNet's FY2025 10-K says 30 days' notice in most cases, and the newer agreement we have read requires written notice by courier or hand at least 45 days before the annual period ends. We read yours before anyone picks a date.
What we read on a TriNet renewal export and invoice: what the headline number includes, what moved year over year, your admin fee against the band for a company your size, and what a real quote would need next. If you're already at market, we say so in writing.
The destinations
Where TriNet clients land.
Sometimes the answer is a different PEO. Sometimes it is no PEO. Sometimes it is to stay and renegotiate with a market number in hand. We score all three paths from the filings and your own documents. We get paid on one of those answers and we will still tell you the other two when they are true.
When can we actually leave?
It depends on your agreement. TriNet's own 10-K says 30 days' notice in most cases. The newer TriNet agreement we have read requires written notice by courier or hand at least 45 days before the annual period ends, and email did not count for termination. We read yours and put the date on your calendar before anything else happens. Timing is our whole product.
Will our benefits gap?
No. Switches land on plan boundaries, we look for coverage that matches what you have now, and your people see side-by-side plan sheets before anything changes.
Is this free?
Yes. TriNet does not pay us. The receiving PEO does, and only if you move. If staying and negotiating is your best play, we say so and make nothing.
Bring your renewal comparison or one invoice. Twenty minutes.
Your dates and your number, in writing, before anyone decides anything.
A 20-minute call with Lucas. Free. No obligation. We only get paid when you save.
Crestone Associates is an independent PEO brokerage. It is not affiliated with, sponsored by or endorsed by TriNet. TriNet is a trademark of TriNet Group, Inc. Dates on this page are from TriNet's published Client Benefits Renewal Guide for January 2027 plan years and trinet.com, read October 3, 2026; the date on your own BSS screen governs. Contract terms quoted are from TriNet's FY2025 Form 10-K and one TriNet agreement we have read; your agreement governs. Client retention of approximately 80 percent and pricing as the reason most often cited are from TriNet's Q4 2025 earnings call, February 12, 2026; "about 1 in 5" is our arithmetic on that figure. Nothing on this page is legal advice: we read what a document says, your attorney decides what it means. Free to you: the PEO you choose pays us, and TriNet does not. Insurance services through Crestone Associates, LLC, Texas General Lines Agency (Life, Accident, Health & HMO), TDI License No. 3561488. This page uses advertising pixels; see our Privacy Policy.