04 · RESOURCE LIBRARY
Practical resources available now, with IRS updates, article reviews, virtual care reviews, and employer experiences being prepared for launch.
INSIGHTS & REPORTS
Industry Intelligence
If you have been in this industry more than a year, you have heard someone say the IRS tried to kill wellness reimbursement plans in 2023 and failed. I want to walk through what actually happened, because the version most of us carry around is wrong, and the wrong version is now a liability in at least two states.
By Mardy Gould · October 2026
WHAT’S COMING
The library will open in stages, beginning with materials that make the next question easier to name.
AVAILABLE NOW
Question-led explainers designed to slow a SIMERP conversation down and surface what still needs to be answered.
COMING NEXT
Practical prompts for presentations, handoffs, and internal review—built for the questions people often skip.
IN DEVELOPMENT
Plain-language materials that clarify roles, assumptions, and the next responsible step.
Submit a short Case Assistance Request. Preparing a case and troubleshooting a stalled opportunity both start here.
LAUNCH VISUALS
Two launch visuals built to introduce the work before the details begin.
START WITH THE QUESTION
A simple invitation to slow down, name what is missing, and ask for a more complete answer.
LIBRARY PREVIEW
The first edition centers on the subjects that help people move from a pitch, a handoff, or a hunch into a more informed conversation.
What you see here is the map: an expanding set of materials designed to make the subject less opaque over time.
01
Recorded training you can work through at your own pace, organised into paths rather than a pile of files.
02
A live session every week. Show up, ask, get an answer in front of everybody else who had the same question.
03
A structured path through the required education, tracked, with a credential at the end of it.
04
Multi-session events built around one subject: implementation, payroll, compliance.
05
Attorneys, tax professionals, payroll specialists and claims people, on the record.
06
A separate track written for the company, not for the person selling to the company.
07
Written analysis you can hand to a CFO without apologising for it.
08
Checklists, worksheets, question sheets, calendars. Things you actually use in a meeting.
09
How arrangements were built, what went wrong, what it cost to fix.
10
Searchable. Filterable. Built for the question you have at 4pm on a Tuesday.
11
People who do this work, brought in to teach their piece of it.
12
New training added every month. This is not a recording that gets made once and forgotten.
FIELD NOTE 001
A better conversation starts before the presentation. Use these questions to identify what you understand, what is missing, and who needs to answer next.
01
Identify the arrangement and the documents that describe it.
02
Clarify the roles of the employer, agent, administrator, payroll team, and professional advisers.
03
Ask what inputs were used and what could change the illustration.
04
Recognize when qualified tax, legal, or benefits expertise is needed.
05
Clarify implementation, employee communication, administration, and ongoing support.
General education only. Not legal, tax, or individualized benefits advice.
A clear resource should make the next conversation better—even if the reader does not agree with you yet.
SIMERPU is building materials for the moments when someone needs to slow a conversation down, name what they do not understand, and ask for a more complete answer.
SIMERPU™
Understand the details. Lead with confidence.
Founded by Mardy Gould.
© 2026 SIMERPU.