Exec medical plans: Compliance and non-discrimination

In this unique market reality, companies cannot afford to gamble with their most valuable asset—their talent. Executives have unique healthcare benefit expectations, and it can be cost-prohibitive to meet them by enriching primary plans. This is why many forward-thinking employers and advisers opt for executive medical reimbursement plans.

It can be challenging to understand non-discrimination and compliance to avoid serious consequences.

This checklist explains:

• Recent changes to the healthcare regulatory landscape
• The benefits of a compliant insurance plan
• Tax-efficient benefits*
• Discrimination vs. non-discrimination
• Excepted benefits and similar supplemental plans
• Safe Harbor guidelines
• How to evaluate potential plans for compliance