Join us for an educational workshop featuring Claire Berger with CBC Business Consulting where she will be presenting "Become the Employer of the Future".
Key Points:
Current Challenges: Despite $4.6 trillion spent on healthcare in 2024, many employees remain at risk—half are one health event away from bankruptcy, up to 30% are medically homeless, and mental health issues are surging. Access to care is slow, with long wait times for new doctors.
The Solution – SIMERP: The Self-Insured Medical Expense Reimbursement Program (SIMERP) is a compliant, tax-advantaged plan that enables employers to save over $639 per employee per year in FICA taxes. Employees receive pre-tax dollars for wellness and voluntary benefits, with no reduction in take-home pay and no net cost to either party. Participation is high, and eligibility requires W2 status, full-time hours, and qualified health insurance.
How It Works: Employees contribute pre-tax funds (similar to a 401k), reducing gross income and freeing up resources for benefits. The plan is powered by tax savings, ensuring employees can access care without financial strain.
Personal Medical Concierge: Employees and their families gain 24/7 access to US board-certified doctors via phone or computer, with the option to choose a primary care provider. The platform offers urgent and routine care, free medication delivery, affordable weight loss medication, and extensive mental health support—helping employers comply with mental health laws.
Additional Benefits: The package includes guaranteed issue life insurance, vision and dental plans, and audit protection.
Employer Advantages: By adopting SIMERP, companies can boost morale, retention, and recruitment, support HR goals, and enhance employee well-being at no net cost. This positions them as forward-thinking employers of choice, able to compete with Fortune 500-level benefits without increasing their budget
The event cost is $10 for members and $35 for non-members. Registration fee is non-refundable.
RSVP is required due to space limitations.
Breakfast and coffee will be served. Please bring your own materials to take notes!
Please email Steely at
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