Solutions
Solutions built around established tax law. Employee benefits are one of the largest expenses many organizations manage — EBA helps employers look beyond traditional benefit decisions and evaluate strategies designed to create value for the organization and its employees.
Secondary Section 125 Health & Wellness Programs
EBA provides access to innovative employer-sponsored health and wellness programs. Depending on the contracted offering, healthcare access may include primary care, urgent care, mental-health services, prescription resources, specialist resources, clinically appropriate health programs, and care navigation.
- Enhanced employee benefits
- Greater access to care
- Potential payroll-related efficiency when applicable requirements are met
- Potential reduction in certain employer costs
- Improved employee benefit experience
Tax-Advantaged Benefit Strategies
EBA helps employers evaluate benefit structures that may allow eligible benefits to receive favorable tax treatment when applicable requirements are satisfied. The emphasis should always remain: benefits first, proper structure, appropriate documentation, consistent administration.
- Benefit structures evaluated against applicable tax requirements
- Favorable tax treatment considered only when requirements are satisfied
- Proper plan structure established before implementation
- Appropriate documentation maintained throughout
- Consistent, ongoing administration once the program is live
- Coordination with the employer’s tax and payroll professionals
Fully Compliant Cafeteria Plan Coordination
EBA can coordinate the establishment and administration of eligible Section 125 benefit arrangements through appropriate providers and administrators.
- Plan documents
- Employee elections
- Enrollment coordination
- Employee communication
- Administrative support
- Compliance coordination
- Ongoing plan maintenance
Complete Lifecycle Compliance & Administration
A successful benefits strategy requires more than a favorable illustration. EBA coordinates the parties involved in implementation so the written plan, employee communications, healthcare access, payroll treatment, reimbursements, and actual administration are aligned.
- Employer leadership
- HR
- Payroll
- Plan administrator / TPA
- Healthcare providers
- Compliance professionals
- Tax professionals
- Benefits advisors
Let’s see how much we can increase the cashflow for your organization
A short employer analysis can help determine whether one or more EBA strategies may be worth exploring, using your organization’s own workforce and payroll information.