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Can Employee Benefits Be Optimized to Empower and Elevate the Employee Experience?

… to join us on June 20 at 11 a.m. PT / Noon MT / 1 p.m. CT / 2 p.m. ET. EPIC offers this material for general information only. EPIC does not intend this material to be, nor may any person receiving this information construe or rely on this material as, tax or legal advice. The matters addressed in this document and any related discussions or correspondence should be reviewed and discussed with legal counsel prior to acting or relying on these materials. JUNE 20 BENEFITS CURVE WEBINAR Gear Up for 2025: Your Roadmap to Benefits Success View Webinar Recording

https://www.epicbrokers.com/insights/2025-benefits-optimization-elevate-experience/

Future-Proofing Your Benefits: More Than Just a Retro Remix

… are becoming increasingly diverse and complex, stretching beyond traditional definitions of “flexible” benefits. Workers now expect comprehensive packages that include remote work options, enhanced behavioral health support, work-life balance provisions (including family care), and financial wellness programs. Additionally, the demand for GLP-1 medications continues to grow rapidly. FEBRUARY 20 BENEFITS CURVE SESSION Adapting to Change: Key Lessons & Strategies for the Future of Employee Benefits View Webinar Recording J.P. Morgan Research forecasts that the GLP-1 market will exceed $100 billion by 2030 – driven equally by diabetes and obesity usage – and that total GLP-1 users in the …

https://www.epicbrokers.com/insights/future-employee-benefits-strategy/

Compliance Alert: Cafeteria Plans Series: IRC Dependent Care Assistance Program Nondiscrimination Rules

… general, a DCAP must satisfy four nondiscrimination tests under Section 129: Edit 1Eligibility TestThis test looks at whether a sufficient number of non-HCEs are eligible to participate in the DCAP. If too many non-HCEs are ineligible to participate, the DCAP will fail this discrimination test. Also, any exclusion of an employee class from a DCAP benefit must be based on bona fide non-benefit business purpose. 2Benefits and Contributions TestThis test is designed to ensure a plan’s contributions and benefits are available on a nondiscriminatory basis. 3More-than-5% Owners Concentration TestThis test looks at whether …

https://www.epicbrokers.com/insights/compliance-alert-cafeteria-plans-series-irc-dependent-care-assistance-program-nondiscrimination-rules/

EPIC Insurance Brokers & Consultants Elevates Adam Okun to President, Employee Benefits

Twenty-year employee benefits veteran to strengthen client service through increased specialization and integrated solutions EPIC Insurance Brokers & Consultants (“EPIC”), a national insurance brokerage and consulting firm providing specialized services across select industries and client sectors, today announced the promotion of Adam Okun to president, employee benefits. Okun succeeds Craig Hasday, who has been appointed vice chairman, employee benefits. Reporting to Phil Moyles, co-president of EPIC, Okun holds more than two decades of relevant experience, most recently serving as regional practice leader at EPIC and previously as co-president of Frenkel Benefits, which became part of EPIC through a …

https://www.epicbrokers.com/insights/epic-insurance-brokers-consultants-elevates-adam-okun-to-president-employee-benefits/

2026 Employee Benefits Compliance Webinars

Join Our Compliance Webinar Series and Special Webinars Stay up to date on employee benefits compliance The employee benefits compliance landscape is in a state of constant change. As a result, we believe that timely, accurate communication regarding impactful changes – and the resulting requirements, exposures and opportunities – is a chief responsibility for all employee benefits brokers, consultants and professional advisors. 2026 Compliance Webinars Correcting Common Compliance Failures .Join us for our next webinar where we will discuss common benefit administration errors, available correction methods, and best practices for reducing future compliance issues. HR and Benefits team members will gain practical …

https://www.epicbrokers.com/insights/employee-benefits-compliance-webinars/

Employee Benefits Insights for 2027 Planning

5 Employee Benefits Trends Employers Must Understand for 2027 Planning The employee benefits landscape is changing rapidly. Rising healthcare costs, increased regulatory scrutiny, and greater expectations for plan governance are creating new challenges for employers as they prepare for 2027 benefits planning. Many organizations have already exhausted traditional cost containment strategies. As a result, benefits leaders are being asked to manage greater financial risk, more complex compliance requirements, and heightened fiduciary responsibility—often with limited margin for error. This brief highlights the most important findings from EPIC’s 2026 Employee Benefits Market Insights report, identifying the five trends shaping employer …

https://www.epicbrokers.com/2026-employee-benefits-market-insights-report/

EPIC Employee Benefits Hosts 13th EBU Educational Seminar

EPIC Commits to Staying Connected for Clients! Employee Benefits University (EBU) 13, Coming May 6-8 EPIC Employee Benefits team members are assembling again for the latest and most innovative iteration of our national internal education and networking event. This year, we’re excited to convene in Fort Worth, Texas! Why is EBU so Important? EBU is intentionally designed to prepare our teams for the future of employee benefits, where AI, technology enablement, and data‑driven insights are essential to managing rising complexity and cost for our clients. Employees and strategic partners gain practical exposure to how EPIC is leveraging …

https://www.epicbrokers.com/insights/2026-ebu-educational-seminar/