SIMERPU RESEARCH · SOURCE RECAP

Preventative Care Management Program — The TE Group

SIMERPU recap and commentary: Mardy Gould

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Quick recap

Markets wellness and supplemental benefits, claimed $650 net payroll-tax savings and unchanged employee net cost. Describes a §125/SIMERP structure and asserts §213(d) compliance.

SIMERPU’s viewpoint

The TE Group’s presentation emphasizes added benefits and a claimed $650 net saving. SIMERPU would examine the employee package and the assumptions behind that net figure together. The stated Section 125 and SIMERP structure should be explained in terms of actual elections, services, reimbursements and fees.

What this source contributes

The presentation brings the employee package and a stated net employer saving into one discussion.

What remains unanswered

The $650 figure and unchanged employee cost need complete fees, elections and participant assumptions.

Mardy Gould’s take

I would want to see what net means in this proposal. Include the program fees, the employee’s selections and the participation assumptions, then show the benefits available. A clear explanation of both the money and the service experience would help an employer decide whether the offer fits its workforce.

Questions I would bring to the conversation

1. Which costs are deducted before calling the saving net?

2. How do employee selections affect the illustration?

3. What expense and entitlement support the reimbursement?

Mardy Gould · Co-Founder, SIMERPU →

What would change our assessment?

Complete participant-level illustrations and a documented service and payment structure could change the assessment of the claimed result.

Read the original source

The original author and publisher are credited below. Continue to their article, document or source page for the complete context.

Original Author: The Tax-Efficient Group

Publisher: The Tax-Efficient Group

Original Publication Date: Not stated

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About this source

Original Updated Date: Not stated

Source Type: Vendor / adviser marketing or advocacy

Model Discussed: PCMP combining §125 and SIMERP

Position: Promotional

Period: Undated / current reference

Retrieved: October 31, 2026

Research and date notes

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Each record identifies the material retrieved. SIMERPU’s viewpoint and Mardy Gould’s take are editorial commentary; the source-position label describes the original source’s stance. Read the original and its qualifications when evaluating a particular arrangement.