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"Executive Medical Plans: Compliance and Non-Discrimination Checklist"

A practical guide to navigating compliance, non-discrimination, and risk in 2026.

In this unique market reality, companies cannot afford to gamble with their most valuable asset—their talent. Executives have specific health benefit expectations, and it can be cost-prohibitive to meet them by enriching primary plans. This is why many forward-thinking employers and advisers opt for executive medical reimbursement plans.

But it can be challenging to understand non-discrimination and compliance to avoid serious consequences.

This 2026 compliance checklist breaks down:

• Recent changes to the healthcare regulatory landscape
• The benefits of a compliant insurance plan
• Tax-efficient benefits*
• Discrimination vs. non-discrimination
• Excepted benefits and similar supplemental plans
• Safe Harbor guidelines
• How to evaluate potential plans for compliance

Download the checklist to support informed decision-making and strengthen your compliance conversations.

*This is not local, state or federal tax advice as each person and each company is unique. It is recommended that you seek the independent counsel of a professional tax adviser.

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