IRC Section 125

How It Works

Section 125 of the Internal Revenue Code allows employers to offer a "cafeteria plan" — enabling employees to receive a portion of their compensation as tax-free benefits instead of taxable salary. The result: real savings for both the employer and every employee.

5 Steps to Implementation

From feasibility study to first payroll — most organizations are fully operational within 30 days.

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Feasibility Analysis

We analyze your current payroll structure, employee headcount, and benefits offerings to calculate your exact savings potential under Section 125. This complimentary audit takes 48 hours and produces a board-ready report with projected annual tax savings for your organization.

Free Assessment 48-Hour Turnaround
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Plan Document & Compliance Setup

Our legal and compliance team drafts your Section 125 Plan Document — the IRS-required written document that defines eligible benefits, election procedures, and plan year details. We handle all non-discrimination testing protocols (eligibility, benefits, and key employee concentration tests) to ensure full IRS compliance from day one.

IRS-Compliant Turnkey Documentation
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Payroll Integration

We integrate the Section 125 pre-tax deductions directly into your existing payroll system — whether that's ADP, Gusto, Paychex, or any other provider. Pre-tax elections are configured so employee contributions flow automatically each pay period with zero manual intervention from your HR team.

Works With Any Payroll Zero Disruption
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Employee Enrollment

We provide ready-to-distribute enrollment materials and Summary Plan Descriptions (SPDs) for your workforce. Employees select their pre-tax benefit elections during an open enrollment window. Our team can host virtual or in-person sessions to walk employees through their options and maximize participation rates.

White-Glove Onboarding Employee Education
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Ongoing Administration & Savings

From the very first payroll cycle, your organization begins capturing tax savings. We handle ongoing plan administration including annual non-discrimination testing, plan document amendments, regulatory updates, and year-end reporting — so you can focus on running your business while the savings compound every pay period.

Savings From Day 1 Full Ongoing Support

What Our Clients Say

Real results from organizations that implemented Section 125 with The Tax-Free Raise.