5 Simple Tips for Designing a Trouble-Free Health Reimbursement Arrangement (HRA)

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October 21, 2015 by Tony Novak

It is possible to run a tax-free Health reimbursement Arrangement in this post-ACA environment. Follow these simple rules:

  1. The plan must be in writing.
  2. Use a professionally prepared plan document. (We can provide a sample prototype document but you should rely on your own attorney).
  3. Integrate the plan document with a qualified employer-provided group health insurance contract. Name the policy in the Appendix
  4. Limit HRA eligibility to those employees (and their dependents) who are actually enrolled in the group insurance plan.
  5. Limit carry forward benefits that flow from year to year.

One thought on “5 Simple Tips for Designing a Trouble-Free Health Reimbursement Arrangement (HRA)

  1. […] 5 Simple Tips for Designing a Trouble-Free Health Reimbursement Arrangement (HRA) October 21, 2015 […]

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