The Smartest Tax Strategy for Businesses & Employees: Section 125 Plans

Companies using a Section 125 Plan save on taxes

Did you know? Companies using a Section 125 Plan save on payroll taxes per employee, while employees save on healthcare costs.

A Section 125 Plan allows employees to pay for health insurance, FSAs, HSAs, and dependent care with pre-tax dollars. The result? Lower taxable income for employees and reduced payroll taxes for employers. (The Smartest Tax Strategy for Businesses & Employees: Section 125 Plans)

📌 Key Advantages of the section 125 plan:

Employees: Pay less for healthcare and take home more pay.
Employers: Save thousands annually in payroll taxes.
IRS-approved: 100% legal and tax-compliant.

🔎 Ready to optimize your benefits strategy? Contact The Policy Shop to learn more!

🔗 Discover how Section 125 Plans boost business savings

What Is a Section 125 Plan?

A Section 125 Plan—also called a Cafeteria Plan—allows employees to pay for healthcare benefits with pre-tax dollars. This lowers taxable income, reducing the amount employees and employers owe in taxes.

Tax savings for both employees & businesses
Lower healthcare costs through pre-tax deductions
Flexible benefit options to meet diverse employee needs

🔗 Learn more about how Section 125 Plans save employees and businesses money

 

How Does a Section 125 Plan Work?

When an employer sets up a Section 125 Plan, employees can choose to contribute pre-tax earnings toward eligible benefits such as:

  • Health insurance premiums 🏥
  • Flexible Spending Accounts (FSAs) 💳
  • Dependent care expenses 👶
  • Health Savings Accounts (HSAs) 🏦

Since contributions are deducted before taxes, employees keep more of their paycheck while getting the coverage they need.

🔗 Discover how Section 125 Plans optimize healthcare savings

 

Benefits of a Section 125 Plan

For Employees:

Save on healthcare costs by reducing taxable income
Increase take-home pay without earning more
Gain access to pre-tax benefits like FSAs and HSAs

🔗 How Section 125 Plans help employees cover unexpected medical costs

For Employers:

Lower payroll taxes by reducing taxable employee earnings
Boost employee satisfaction & retention with better benefits
Attract top talent by offering competitive tax-advantaged perks

🔗 Why small businesses need Section 125 Plans