Important Links for SIMRP Advisors
Need to send a prospective client some important information or a video? - Use the links below!
SIMRP | Executive Summary
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Main Books
Access the full Attentive Benefits Booklet and the SIMRP Executive Summary—both designed to help prospective clients clearly visualize the program’s value.
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Benefits One Sheet
Tax Code References
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Case Study
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Scholarship Program
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Single Page Details
Explore our Tax Code Reference Sheet, Case Study, and Scholarship Details to quickly understand program compliance, real results, and added district benefits.
One-Sheet for Schools
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One-Sheet for Businesses
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One-Sheet Quick Info
Elevator pitch. Want to make an impact with one sheet? One designed to appeal to school entities the other for businesses—both designed to help prospective clients clearly visualize the program’s value.
2-Page Worksheet
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Supporting Business & Schools
You may have caught this video on our home page. Watch “The Basics” for a quick overview of how our plan benefits employers, employees, and students.
THE BASICS OF THE SIMRP WELLNESS PLAN
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Financing the Plan
The most difficult concept to grasp is the mechanics of how the plan is financed. A SIMRP utilizes the laws surrounding various tax codes in order to facilitate an IRS code compliant plan that provides an abundance of benefits to employers and employees. This video will take you on a guided tour and explain the tax deduction and subsequent reimbursement process.
WHERE DOES THE MONEY COME FROM?
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Benefits at a Glance
SIMRP Health & Wellness utilizes Attentive® as our central service provider. Attentive® delivers a unique blend of amazing and practical benefits designed to truly support employees and their families. From unlimited telemedicine and mental health counseling to exclusive wellness resources, every feature is built to improve health, reduce stress, and enhance quality of life.
A BRIEF OVERVIEW OF THE BENEFITS PACKAGE
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Benefits Book
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Case Study (No SS)
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Materials for Entities Who Do Not Pay Social Security
Access the full SIMRP Executive Summary, Case Study with Paycheck example and School One-Sheet for potential clients who do not pay Social Security.
SIMRP | Executive Summary (No SS)
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One-Sheet (EDU No SS)
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Rutherfordton, NC
SIMRP Health & Wellness is an independent entity that provide access to educational information regarding programs 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.
