The program must be evaluated through proper plan documentation, compliance review, payroll coordination, and qualified professional guidance. Structur'd Review supports education and review coordination but does not replace legal or tax counsel.

What documents are involved?

Depending on the approved structure, employers may review Section 125, reimbursement, preventative care, or other plan-related documents with qualified professionals.

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Compliance is not an afterthought.

The program must be reviewed through the appropriate legal, payroll, benefits, and plan-documentation lens before activation.

Section 125 plan requirements

SIMRP structure

ERISA considerations

ACA considerations where applicable

Payroll coordination

Employee eligibility

Plan documentation

Employee communication

Ongoing review

Structur’d Review provides education, review coordination, and implementation support. It does not provide legal, tax, payroll, investment, or plan-specific advice. Employers should consult qualified professionals before making final decisions.