We help qualifying organizations understand, evaluate, and coordinate IRS Code-compliant SIMRP Plans.
About SIMRP Health & Wellness
Guidance, coordination & support.
Our mission
Our mission is to help organizations strengthen employee well-being through properly structured SIMRP Plans, honest guidance, and dependable support.
Our Values
Honesty, transparency, and client-first service guide everything we do. We provide clear information so each organization can decide whether a SIMRP fits its workforce and goals.
We coordinate with experienced providers to support Plan implementation, payroll integration, enrollment communication, and ongoing administration.
We believe the strength and integrity of our broker relationships directly affect the quality of service our clients receive. We carefully select experienced professionals who share our values of honesty, transparency, and client-first guidance.
Our broker partners help organizations understand the SIMRP, evaluate whether it fits their workforce, and navigate each step of the process. By working with people committed to responsible solutions and long-term relationships, we provide knowledgeable guidance and dependable ongoing support.
Trusted Advisor Partnerships
EXPERIENCED PARTNERS. SHARED VALUES. DEPENDABLE SERVICE.
Speak with a SIMRP Advisor
REQUEST SIMRP INFORMATION
Contact us to explore whether a SIMRP may fit your organization and workforce.
Copyright © 2024-2026 SIMRP Health & Wellness™. All rights reserved. | Privacy
Legal
Contact
Resources
Offices / Location
Rutherfordton, NC
SIMRP Health & Wellness™ is an independent entity that provides access to educational information regarding plans utilizing federally recognized tax codes and wellness reimbursement structures that may help qualifying organizations obtain benefits through payroll tax savings. We utilize the professional services of third-party providers for the preparation, filing, and implementation of SIMRP plan documents; however, we are not owned by, affiliated with, endorsed by, or acting on behalf of such providers, the Internal Revenue Service, the U.S. Department of Labor, or the federal government. The information provided on this website is for general educational and informational purposes only and should not be construed as tax, legal, accounting, financial, or regulatory advice. We are not tax professionals, attorneys, certified public accountants, or experts in the interpretation of tax law, and we do not recommend tax strategies or make guarantees regarding tax treatment, eligibility, savings, or compliance outcomes. Individuals and organizations seeking to verify or rely upon any information presented on this website should consult with qualified tax professionals, legal counsel, payroll specialists, or other licensed advisors regarding their specific circumstances before making any financial, tax-related, legal, or benefits decisions. BENEFITS: Plan benefits, features, service providers, eligibility requirements, and availability are subject to periodic change. Before implementation or enrollment, the applicable Plan provider will outline the benefits currently available under the Plan.
