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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  Additional Updates …

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/

Compliance Matters Newsletter | December 2024

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. Post-Election Predictions for Employee Benefits Proposed Rules for Enhancement of ACA Preventive Services Employee Benefits Litigation Series: Obesity Drug Exclusions Face Lawsuit 2024 State Regulation Series: Texas SB 51 Termination of Coverage Requirements Download this month’s alerts Additional Updates & Resources …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-december-2024/

The Well Newsletter | December 2024

… enhance physical health and overall wellbeing. Share strategies to help your employees mitigate the effects of financial stress on their physical health. This month’s The Well newsletter provides messaging and tips for you to share with your workforce. To obtain your copy, please use the form below to download. Employee-Facing Email Download the Word file, then copy and paste the graphic and text into a fresh email to deploy to your workforce. Monthly Wellness Tips Share the monthly tips PDF to your intranet, HR portal, or post it in common office areas. Download this month’s resources Dive …

https://www.epicbrokers.com/insights/the-well-newsletter-december-2024/

Compliance Matters Newsletter | November 2024

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. Special Alert: 2025 Health FSA & Qualified Transportation Limits Gag Clause Prohibition Attestations Due December 31, 2024 Employee Benefits Litigation Series: Tobacco Surcharge Lawsuits Charge Forward 2024 State Regulation Series: California Legislative Updates on Dental, Record Review, Fertility & Claims 2024 State Regulation Series …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-november-2024/

Benefits Curve | Transformative Wellbeing: Turning Employee Health into a Productivity Powerhouse

… greatest asset – your people. This session can help you bridge the gap between wellness potential and performance, empowering you to create a program to engage with your workforce and drive organizational success. Our panel of specialists – Erin Milliken, MPH, CHES, Director, Wellbeing & Health Management Solutions, Geniece Brunson, RHU, GBA, Principal, Employee Benefits – was moderated by Tiffany McClellan, CEBS, National Director, Employee Benefits. Key Highlights: Building the foundations of workplace productivity – Discover innovative engagement strategies that will get your employees excited and involved. Supporting the heartbeat of a thriving workforce – Uncover the role mental and emotional wellbeing plays as it relates …

https://www.epicbrokers.com/insights/benefits-curve-october-2024-transformative-wellbeing/

The Well Newsletter | November 2024

… habits while savoring time-honored meals. Encourage employees to embrace their holiday traditions with our creative tips for a more nutritious twist. This month’s The Well newsletter provides messaging and tips for you to share with your workforce. To obtain your copy, please use the form below to download. Employee-Facing Email Download the Word file, then copy and paste the graphic and text into a fresh email to deploy to your workforce. Monthly Wellness Tips Share the monthly tips PDF to your intranet, HR portal, or post it in common office areas. Download this month’s resources Dive …

https://www.epicbrokers.com/insights/the-well-newsletter-november-2024/