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What Should you Watch out For?
Fixed Indemnity Plans
The IRS maintains that fixed-indemnity wellness plans generally don’t qualify for tax-free treatment. Employers should avoid offering these plans when possible.
Activity-Based Programs
Activity-based wellness programs also fail to meet IRS requirements for tax-free treatment. Monitored participatory programs remain the compliant alternative.
Wellness Plan Schemes
The IRS has repeatedly warned against wellness plan structures that resemble “double-dipping.” It continues to scrutinize schemes promoted by bad actors.
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