Totally get it. Deciphering tax code incentives was not exactly our first love either. That said, we've also hired A LOT of tax attorneys who actually DO love this stuff. (Weirdos - but helpful weirdos).

The reality is the tax code is basically designed to incentivize behavior. Programs like these are helping create a more proactive approach to the $5 trillion per year healthcare budget crisis.

So as long as these programs are done compliantly and meet the intent behind these incentives (making Americans healthier), then it's pretty simple to implement. We've also streamlined the onboarding process to require the least amount lift from your HR team as possible.

Adding this program will simply enhance any existing benefits you currently offer (without changing anything). All at zero out-of-pocket cost for you. 

Plus, your employees will typically even get an increase in take-home pay which is why we have a VERY high enrollment rate. Who wouldn't want more money AND more benefits?

There is zero net cost for both the employer and the employees. This is fully funded from the tax savings that are generated by implementing this program.

We have a few different options. you can choose from, but there will never be any upfront or out-of-pocket costs to implement and the additional tax savings drop straight to the bottom line.

This program solves recruitment, retention, and revenue challenges for employers.

It also gives them an edge by offering additional benefits and perks that can help attract and recruit talented employees and retain them for longer compared to their local competitors.

All we need is a simple payroll report to calculate the projected tax savings (confidential info can be redacted). Then we set up a basic payroll integration via API (we handle that with your payroll company).

Next, we'll explain how the program works to your employees and all the new benefits they're getting.

After that, it's pretty much automated from there other than adding/removing employees as needed.

Nope, this program doesn't change or replace anything - it is purely an enhancement. This program basically just bolts onto any pre-existing benefits you're currently offering.

There is no need to switch providers or change doctors. We offer a supplementary plan that works alongside your existing coverage or can stand alone as a separate, solo benefits program as well.

Our onboarding team handles everything. Our goal is to ensure your employees are well-informed about the new benefits they have access to and will have a point of contact with our team for any questions.

Compliance is critically important with any tax incentive. For that reason, we have multiple legal opinion letters as well as backing from A-rated insurance carriers (their literal business is calculating risk).

Likewise, our programs have also passed the legal teams of many Fortune 500 clients with flying colors - which means A LOT of due diligence has been done it.

That said, we're happy to provide every ERISA document, tax code citation, and legal opinion that you could possibly want to see to make a fully educated decision.

Feel free to schedule a call with our team below. We'll explain how it works in connection with our other services. If you'd like to move forward, they'll set you up with a full presentation from a licensed advisor.

After that, it takes our onboarding team approximately 3-4 weeks to get your payroll integrations set up and educate the employees, and then it's pretty much hands off from there. 🚀