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Preparing Today for Tomorrow’s Benefits: Is Your Ecosystem Ready for 2026?

Viewpoints from Kristin Bartone, MBA If you’re wondering whether you even have a “benefits ecosystem” or think it’s premature to plan for 2026, you’re not alone. Yet the most successful organizations are already laying the groundwork for the future. Fortune favors the bold, and now is the time to revolutionize your employee benefits program, positioning your organization as an employer of choice in the years ahead while managing costs. The Never-Ending Benefits Cycle For benefits professionals, the world never stops turning. At EPIC, our clients consistently voice concerns about effectively managing their benefits ecosystem: reaching employees …

https://www.epicbrokers.com/insights/prepare-2026-benefits-ecosystem/

Compliance Matters Newsletter | April 2025

Let our team help you navigate the ever-changing benefits compliance landscape each month. Check out this month’s latest alerts, additional updates, and resources hot off the press: Employee Benefits Compliance Alerts This month’s Compliance Matters newsletter provides a comprehensive review of the following topics. To obtain your copy, please use the form below to download. New Executive Order Revisits Price Transparency Independent Contractor Compliance Considerations Voluntary Benefits Compliance & Tax Considerations 2025 State Regulation Series: San Francisco Health Care Security Ordinance Refresher 2025 State Regulation Series: Massachusetts PBM Law | House Bill 4653 EB Litigation Series: Ninth Circuit Dismisses …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-april-2025/

Compliance Matters Newsletter | March 2025

Let our team help you navigate the ever-changing benefits compliance landscape each month. Check out this month’s latest alerts, additional updates, and resources hot off the press: Employee Benefits Compliance Alerts This month’s Compliance Matters newsletter provides a comprehensive review of the following topics. To obtain your copy, please use the form below to download. IRS Guidance for ACA Health Coverage Reporting RxDC Reporting Is Due June 1, 2025 The Potential Impact of Gender Executive Orders on Employee Benefits Lawsuit Questions the Validity of MHPAEA Final Rules Employee Benefits Litigation Series: Copay Assistance Program’s Cost-Sharing …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-march-2025/

The Shifting Sands of Pharmacy Benefits: Are You Prepared?

Viewpoints from Morgan Lee, PhD, MPH, CPH The pharmacy benefits landscape is no longer as predictable as it once was. As the researcher behind the recent report published by PSG, EPIC’s pharmacy solutions practice, and PSG’s annual four-part report series, I’ve seen firsthand the confluence of challenges employers face: skyrocketing drug costs, innovative new therapies, and constant pressure to maintain affordable access to vital medications for employees. Our recent report, based on extensive research and analysis of market data, delves into three critical trends reshaping the future of pharmacy benefits. This blog post offers a glimpse …

https://www.epicbrokers.com/insights/shifting-sands-pharmacy-benefits-report-preparedness/

Compliance Matters Newsletter | February 2025

… download. Special Compliance Alert: Employer Reporting Improvement Act Federal Court Dismisses Johnson & Johnson Fiduciary Breach Lawsuit Proposed Changes to the HIPAA Security Rule Departments Provide Clarifying Guidance on Gag Clause Prohibition Attestations San Francisco HCSO Top-Off Payments Due February 28 2025 State Regulation Series: California’s Behavioral Health Initiative Employee Benefits Litigation Series: Employer Alleges Fiduciary Breach Against TPA Employee Benefits Litigation Series: Sun Life Class Action Settlement Download this month’s alerts “*” indicates required fields First Name*Last Name*Company*Job Title*Email Address* Newsletter Subscription Yes, please deliver to my email in the future. Consent* I agree …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-february-2025/

Compliance Matters Newsletter | January 2025

Let our team help you navigate the ever-changing benefits compliance landscape each month. Check out this month’s latest alerts, additional updates, and resources hot off the press: Employee Benefits Compliance Alerts This month’s Compliance Matters newsletter provides a comprehensive review of the following topics. To obtain your copy, please use the form below to download. Affordable Care Act Employer Reporting Refresher CMS Medicare Part D Disclosure Due Soon for Calendar Year Plans W-2 Cost of Coverage Reporting Refresher Employee Benefits Litigation Series: Sixth Circuit Examines Mental & Physical Disability Overlap Download this month’s alerts “*” indicates required …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-january-2025/

EPIC Welcomes Charlie Rosson

EPIC Appoints Charlie Rosson as Northern California Growth Leader The established industry executive brings robust experience to the new role to continue the firm’s upward momentum. EPIC adds Charlie Rosson as Northern California Growth Leader, further emphasizing the firm’s commitment to excellence in providing specialized complex risk solutions. Based in San Ramon, Rosson will focus on enhancing specialization, fostering collaboration, and helping practitioners achieve superior outcomes for their clients. Rosson’s insurance background covers all disciplines including Employee Benefits, P&C, Risk Management, Personal Lines, 401(k), Executive Benefits and Life Insurance, Specialty, and Wholesale. Prior to joining …

https://www.epicbrokers.com/insights/epic-welcomes-charlie-rosson/

EPIC Appoints Robert Peretti as Executive Director, National Markets and Placement

Established Industry Executive Robert Peretti Brings Extensive Experience to the New Role Today, we are excited to announce the appointment of Robert (“Bob”) Peretti to lead National Markets and Placement as Executive Director. In his new role, Peretti will advance the firm’s balanced approach by prioritizing strong relationships with both clients and carriers, ensuring quality outcomes through a collaborative process. Peretti will oversee the continued development of a sustainable and efficient platform to deliver top-tier risk solutions to clients. He brings nearly four decades of experience in the commercial property & casualty industry and has devoted much of his …

https://www.epicbrokers.com/insights/epic-welcomes-robert-peretti/