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Compliance Matters Newsletter | September 2026

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. IDR: CMS Releases 2025 Data and Updated Timeline for New Regulations Employers Gain Flexibility Under New Paid Leave Tax Credit Guidance DCAP Nondiscrimination Testing Update Handling Medical Loss Ratio (MLR) Rebates State Series: Minnesota Life Insurance Continuation Litigation Series: Court Allows Challenge …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-september-2026/

EPIC Welcomes Michelle Allison

… the firm as Principal within our Houston, TX Employee Benefits Practice. Michelle’s background in an industry that is already a strategic focus for part of our Texas Property & Casualty team positions her to make an immediate impact. Leveraging her industry knowledge and professional network, she will work to develop Employee Benefits opportunities while collaborating with our P&C team to deliver comprehensive solutions to existing and prospective clients. This partnership is expected to create meaningful growth opportunities across both lines of business. “Adding exceptional people is one of our strongest investments,” said Nancy Webster, Employee Benefits Practice Leader – Texas …

https://www.epicbrokers.com/insights/epic-welcomes-michelle-allison/

Benefits Curve | Harnessing AI to Improve Outcomes, Control Costs, and Enhance Employee Experience

Artificial intelligence is rapidly transforming the employee benefits landscape. From predicting healthcare costs and identifying population health risks to personalizing employee communications and enhancing healthcare delivery, AI presents unprecedented opportunities for employers. But with innovation comes responsibility. Watch this recording to learn how organizations can leverage AI to improve outcomes, control costs, and create better employee experiences while maintaining privacy, compliance, and trust. Viewers will leave the session with: A practical understanding of how AI is currently being used in employee benefits Specific opportunities to improve healthcare cost management and population health strategies Strategies for modernizing employee communications and engagement …

https://www.epicbrokers.com/insights/ai-improve-future-employee-benefits-experience/

Compliance Matters Newsletter | August 2026

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. Trump Accounts as an Employee Benefit: What Employers Need to Know DOL Publishes Proposed Rules for Electronic Document Distribution Compliance Considerations for Excepted Benefits Litigation Series: Court Dismisses Anthem Challenge to IDR Awards State Series: New Jersey Enacts First of Its Kind …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-august-2026/

The Well Newsletter | Q3 2026

… Engagement Driving preventive care utilization does not require a complex strategy, but it does require intentional design and consistent communication. Consider the following approaches: Incentivize annual preventive visits through wellness programs or medical plan design Simplify access by promoting in-network providers and virtual primary care options Align messaging across benefits, wellbeing, and communications vendors Leverage data insights to identify gaps in care and target outreach Empower employees with clear, simple messaging about the value of “knowing your numbers” Even small increases in preventive care engagement can lead to meaningful improvements in population health over time. EPIC’s Wellbeing & Health …

https://www.epicbrokers.com/insights/the-well-newsletter-q3-2026/

EPIC Welcomes Jon Semizian

… joined EPIC’s SoCal Employee Benefits practice as Principal. Jon comes to us with strong expertise in employee benefits consulting and the technology industry. “We’re thrilled to welcome Jon to the SoCal team,” said Matt Clemo, Executive Managing Principal, SoCal Employee Benefits Leader. “His deep expertise across both the employee benefits landscape and the technology sector makes him uniquely equipped to deliver forward-thinking solutions to our clients. His emphasis on leveraging technology to drive smarter outcomes will be a tremendous asset to both our team and the organizations we serve.” “We are excited to have an employee benefits …

https://www.epicbrokers.com/insights/epic-welcomes-jon-semizian/

2026 Trends in Drug Benefit Design Report

PSG, EPIC’s Pharmacy Solutions Practices, announces the results of its extensive research on the latest trends in drug benefit design. Plan sponsors face complex decisions and challenges as they build and implement their drug benefit. PSG’s 2026 Trends in Drug Benefit Design Report provides a view into how plans work to achieve access and affordability for members while controlling their pharmacy spend. The report contains valuable insights from benefits leaders representing plans nationwide. Key Findings Unbundled PBM Service Arrangements: Payers’ perception of value in unbundled PBM service arrangements increased year-over-year, and over half say they would …

https://www.epicbrokers.com/insights/2026-trends-in-drug-benefit-design-report/