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Adoption Assistance Benefits: What Every Broker Should Know
In celebration of National Adoption Month, join Vesta for Families for a timely, information-packed session designed for brokers and benefits consultants who want to make their benefits more inclusive, supportive, and cost-effective.
During open enrollment season, employers often ask about family-building benefits — and adoption is one of the most affordable, high-impact options an employer can offer. Vesta will show you how adding an Adoption Assistance Program that’s easy to administer and compliant with IRS §137 can add value to your clients – without adding cost.
You’ll Learn:
✅ How employer adoption assistance programs work — including the $17,280 income exclusion and how it pairs with the adoption tax credit
✅ The difference between reimbursement vs. pre-tax withholding and what qualifies under IRS guidelines
✅ Why adoption benefits drive retention, DEI, and employee well-being
✅ How brokers and consultants can add Vesta’s solution to client offerings — without adding workload
🎁 Bonus: All attendees will receive Vesta’s Adoption Assistance Toolkit, including:
- Executive summary for leadership
- HR & employee benefit handouts
- Implementation checklist and communications guide
Date/Time: November 13 @ 2:00 pm CT / 3:00 pm ET
Who Should Attend:
- Brokers
- Benefits Consultants
- Anyone supporting family-building benefits