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The SIMERP Plan

A comprehensive guide to the Self-Insured Medical Expense Reimbursement Plan and how it can transform your employee benefits strategy.

What is SIMERP?

The Self-Insured Medical Expense Reimbursement Plan (SIMERP) is a fully compliant, IRS-Approved plan established under the Affordable Care Act in 2013.

SIMERP enables employers to provide supplemental benefits to their employees through a tax-advantaged structure that creates savings for both the employer and the employee.

The plan operates under IRS-approved Sections 105(b), 125, 106(a), and 213(b), ensuring complete regulatory compliance while maximizing your tax savings potential.

Unlike traditional benefits plans, SIMERP doesn’t require you to change your existing health insurance plans, carriers, or broker relationships. It works alongside your current benefits to provide additional value.

Key Facts

Tax Savings

Up to $638.98 per employee annually in FICA tax

100% Compliant

Fully authorized under IRS guidelines since 2013

Zero Cost to Employees

Enhanced benefits at no out-of-pocket expense

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Who is SIMERP For?

SIMERP is designed for forward-thinking employers who want to optimize their benefits plans while reducing costs.

Businesses with 10+ W-2 employees
Organizations looking to reduce payroll tax burden
Employers wanting to enhance benefits packages
Businesses seeking to improve employee retention

Problems SIMERP Solves

Discover how SIMERP addresses the most common challenges employers face with benefits and payroll taxes.

Problem:

High FICA Tax Burden

Solution:

Reduce employer FICA expenses by converting taxable wages into qualified benefits

Problem:

Rising Benefits Costs

Solution:

Provide additional benefits to employees without increasing your budget

Problem:

Employee Retention Challenges

Solution:

Offer meaningful benefits that demonstrate your commitment to employee welfare

Problem:

Complex Compliance Requirements

Solution:

We handle all IRS compliance, ensuring your plan meets all regulatory requirements

Problem:

High Workman’s Comp

Solution:

Reduce your Workman’s Comp by 30%

Plan Structure & Phases

Our structured implementation process ensures a smooth transition and maximum value for your organization.

Phase 1: Discovery & Analysis

We analyze your current benefits structure, payroll data, and employee demographics to calculate your potential savings.

Phase 2: Plan Design

Our experts design a customized SIMERP implementation tailored to your company's unique needs and goals.

Phase 3: Implementation

We handle all the technical setup, documentation, and integration with your existing payroll systems.

Phase 4: Employee Enrollment

We provide clear communication materials and support to ensure smooth employee enrollment and understanding.

Phase 5: Ongoing Support

Our team provides continuous compliance monitoring, reporting, and support throughout the plan lifecycle.

More Details

Ready to Get Started with SIMERP?

Contact our team for a free consultation and discover how much your business could save.