The “Wellness Plan” Tax Scheme in Every CFO’s Inbox
“Stop and call somebody that you trust who’s not going to make any money whether you say yes or no.”Chris Vanderwolk, Esq.
At a glance
- Seat
- ERISA & Compliance
- Serves
- Brokers and employers in NJ, PA and DE
- Call Chris when
- A wellness plan pitch promises tax savings
Who Chris helps
“I directly work with brokers in the New Jersey, Pennsylvania, and Delaware markets. We can help them with their business everywhere, but that’s where our footprint is, and that’s where we help people. And then I also work with employers when they’re looking for things like that.”
Lines from the table
- “Every mid-market CFO has gotten at least one of these emails.”
- “There is no way under HIPAA to look at somebody with high cost claims and say, I don’t want you on my plan anymore.”
- “Regardless of what they choose, whether it be fully insured, level funded, self-funded, however they do it, the cost is real.”