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Advisor resource hub

Important Links for SIMRP Advisors

Every book, worksheet, case study, video and one-sheet you need to present SIMRP, all in one place.

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Main BooksIn-depth program books for decision makers.2 itemsQuick Reference GuidesQuick, printable overviews.4 itemsTechnical InformationCase studies, tax code references and paycheck demos.2 itemsVideosA full presentation and short explainers to share with clients.3 itemsWorksheets & FormsCensus and worksheets to start an analysis.1 itemsNon-SS MaterialsFor organizations whose employees do not pay Social Security.4 items

Main Books

In-depth program books for decision makers.

SIMRP Executive Summary

The program at a glance: how it works, who qualifies and projected savings.

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Employee Introduction to SIMRP

An introduction to SIMRP for employees: how it works and what they receive.

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Quick Reference Guides

Quick, printable overviews.

Scholarship Program

How schools can turn savings into scholarship funding.

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2-Page Worksheet

A two-page worksheet that walks through the numbers.

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SIMRP: Good for Schools

Why SIMRP works for school districts.

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SIMRP: Good for Businesses

Why SIMRP works for employers.

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Technical Information

Case studies, tax code references and paycheck demos.

Tax Code References

The federal tax code sections behind the plan.

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Case Study

How an organization implemented SIMRP and what it saved.

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Videos

A full presentation and short explainers to share with clients.

What Is a SIMRP? | Complete Self-Insured Medical Reimbursement Plan (SIMRP) Presentation

A 10-minute presentation of how a SIMRP works, how it is funded, and the benefits it can provide.

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How Can a SIMRP Help Your Organization?

The basics of the SIMRP wellness plan.

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SIMRP | How the Plan is Funded

Where does the money come from?

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Worksheets & Forms

Census and worksheets to start an analysis.

Census Request Form

The census we need to prepare a savings analysis.

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Non-SS Materials

For organizations whose employees do not pay Social Security.

No Social Security

Executive Summary (No SS)

For entities that do not pay Social Security.

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No Social Security

Case Study (No SS)

Results for an organization that does not pay Social Security.

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No Social Security

Non-SS Paying Paycheck Demos

Before-and-after paycheck examples for organizations that do not pay Social Security.

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No Social Security

One-Sheet (EDU No SS)

For schools that do not pay Social Security.

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Ready to run the numbers?

Send a census request for your client and we will prepare a projected savings analysis. New to SIMRP? Apply to become a partner.

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  • Support from an experienced SIMRP advisor
  • Ready-to-share materials for every client type
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Census request

Start the census so we can prepare a projected savings analysis. We will follow up with a secure way to share employee data. Please do not enter employee personal data here.

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How a SIMRP can lower employer payroll taxes, raise employee take-home pay and add wellness benefits, plus what it takes to qualify.

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