SIMRP Media and Industry References
Explore SIMRP Health & Wellness coverage, government publications, and independent industry resources related to SIMRP Plans, employee benefits, payroll tax treatment, and educational funding opportunities.
School Business Now, an ASBO International publication for school business leaders, published this educational article examining how properly structured SIMRP Plans may help school districts address financial pressures, strengthen employee benefits, and support workforce well-being.
The article is strictly educational and does not promote a particular provider or service.
PUBLISHED BY SCHOOL BUSINESS NOW | ASBO INTERNATIONAL
Educational SIMRP Article in School Business Now
SIMRP Health & Wellness Press Coverage
This press release examines how school districts may use a properly structured SIMRP to strengthen employee benefits, identify potential payroll tax savings, and create scholarship funding for local students.
It also discusses growing interest among public employers seeking practical ways to support workforce well-being and financial sustainability.
This independent CPA Journal article, "20 Questions about Establishing a Health & Wellness Program in the Workplace—Opportunities for Tax and Cost Savings” examines SIMRP structures and related health, wellness, tax, and cost considerations. It is provided for general educational reference and was not published by or for SIMRP Health & Wellness.
Independent SIMRP Reference: The CPA Journal
IRS Publication 15 (Circular E), Employer’s Tax Guide, explains federal employment-tax treatment for various types of payments. Under “Medical Care Reimbursements,” the 2026 publication states that qualifying reimbursements paid through an employer’s self-insured medical reimbursement plan generally are not treated as wages subject to federal income-tax withholding, Social Security, Medicare, or FUTA taxes.
This general guidance does not determine whether any particular Plan is properly structured or compliant. Employers should consult qualified tax and legal professionals regarding their circumstances.
Official IRS Reference: Publication 15
IRS Revenue Ruling 2002-58 via Tax Notes
Tax Notes republishes IRS Revenue Ruling 2002-58, which addresses medical expenses reimbursed through a self-insured medical expense reimbursement plan under Internal Revenue Code Section 105(b).
The ruling explains that reimbursements for expenses incurred before a Plan is established are not excluded from an employee’s gross income—underscoring the importance of proper Plan timing and administration.
Expert Interview: Dr. Jared Scherz
In this published interview, clinical psychologist Dr. Jared Scherz discusses financial and wellness challenges facing employers and explains how properly structured SIMRP Plans may help qualifying organizations improve benefits, support employee financial well-being, and reduce payroll tax expenses.
Questions About SIMRP Media or Resources?
Contact us with questions about a published reference, a media inquiry, or how a SIMRP Plan may fit your organization.
A SIMRP Health & Wellness Advisor will respond to your inquiry and help connect you with the appropriate information or resource.
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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.
