A useful first screen for employers

The first call should tell us whether a detailed assessment is worth doing.

SIMERP is designed for employers with 25 to 3,000+ W-2 employees across a range of industries. The specialist team confirms eligibility, state availability, and plan requirements for your organization.

A workplace leader talks with employees on an operations floor at shift change.

More likely to be useful

Reasons to take the next step.

  • You employ at least 25 W-2 employees.
  • Payroll taxes are a meaningful operating expense.
  • You want to examine both employer savings and employee care.
  • You can provide basic workforce and payroll information for an assessment.
  • The people responsible for finance, payroll, HR, or benefits can participate when technical questions arise.

Probably not the right next step

Reasons to stop before the assessment.

  • Your workforce is primarily independent contractors rather than W-2 employees.
  • You need a guaranteed savings result before anyone reviews the payroll facts.
  • You are looking for a replacement for major medical insurance.
  • You do not want employees to make an election or the organization to coordinate payroll setup.

What to bring

Basic facts are enough for the first conversation.

An approximate W-2 headcount, the states where employees work, payroll frequency, current payroll provider, and a high-level description of existing health benefits are enough to begin.

Do not send sensitive employee information for the initial conversation.

A bounded first step

Find out whether the detailed review makes sense.

Schedule the fit conversation