Compliance Checklist: Executive medical reimbursement built for today.

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 overview 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