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EPIC Welcomes Michael Stocker

EPIC is thrilled to welcome Michael Stocker as a new Principal in our Northeast Employee Benefits practice. Michael is an experienced employee benefits advisor, recognized for his deep expertise in fully insured and self-insured medical plans. A graduate of Delaware Valley University, he has spent his over 20-year career helping employers navigate the complexities of healthcare funding and compliance with clarity and confidence. Known for his thoughtful listening and practical problem solving, Michael brings a consultative style to benefits that emphasizes education and transparency. His reputation as a trusted advisor stems from a rare blend of technical knowledge …

https://www.epicbrokers.com/insights/epic-welcomes-michael-stocker/

EPIC Welcomes Amy Rose Kaplan

EPIC is excited to welcome Amy Rose Kaplan as the newest Principal in our Northeast Employee Benefits practice. Amy brings 30 years of employee benefits, healthcare, and carrier relationship expertise to employers across a wide range of industries. She is known for partnering closely with clients to develop cost mitigation strategies and forward-thinking solutions that effectively manage health and welfare programs while aligning with organization goals and financial objectives. Leveraging her experience, Amy will deliver creative, strategic, and practical solutions that support both employers and their employees, while fostering long-term client relationships built on trust and results. “We …

https://www.epicbrokers.com/insights/epic-welcomes-amy-rose-kaplan/

Workers’ Compensation Webinars

… value settlements, HIPAA regulations on medical records, marijuana use in workers’ compensation, and MSA requirements. View June 18 webinar materials: Webinar Recording | Presentation Deck | Intoxication Defense Case  March 26 | Pertinent Issues and Best Practices for Employers This session covered insights and practical strategies for navigating complex workers’ compensation issues. View March 26 webinar materials: Webinar Recording | Presentation Deck December 4 | Employment Law & Benefits Update This session covered developments in 2024 and changes anticipated in 2025, based on employment-related legislation and court decisions. View December 4 webinar materials: Webinar Recording | Presentation Deck October 24 | Legislative Landscape 2024 & 2025 This session

https://www.epicbrokers.com/insights/workers-compensation-webinar-series/

Compliance Matters Newsletter | May 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: 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. The No Surprises Act: Overview and Considerations for Plan Sponsors Retroactive Cancellation of Coverage – The ACA “No Rescissions” Rule HIPAA Special Enrollment Rights States Series: Updates to New Mexico Vaccine Assessment Litigation Series: Appellate Court Dismissed GLP-1 Lawsuit Download this month’s alerts Additional Updates …

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

EPIC Welcomes Cody Hunter

… TX office where he will serve as the Houston Employee Benefits Practice Leader. Cody is an employee benefits professional with more than 30 years of experience advising organizations on finance, plan design, governance, risk management, and fiduciary best practices. He began his career in underwriting and sales before founding the benefits division at The Mid-Continent Companies, Ltd. in 2002, where he served as both consultant and division leader. Known for simplifying complex regulatory and financial concepts, Cody helps C-suite leaders and benefits committees understand ERISA requirements, evaluate financial structures and fees, manage risk, and maintain strong documentation practices …

https://www.epicbrokers.com/insights/epic-welcomes-cody-hunter/

FTC Settlement With ESI, CAA 2026, and Proposed Rule: What Does It Mean for Plan Sponsors?

An Overview of Regulatory and Legislative Updates for Plan Sponsors Key Points The ESI settlement creates new options for plan sponsors, but few protections apply automatically without proactive action. With the CAA 2026, transparency is expanding meaningfully, but important PBM revenue streams remain partially hidden. The DOL’s Proposed Rule increases fiduciary accountability by tying PBM compensation transparency directly to ERISA oversight. Turning transparency into value will require active governance and independent pharmacy benefit expertise. On February 12, the Federal Trade Commission (FTC) announced a settlement with Express Scripts (ESI) that signals a meaningful, though limited, shift in how regulators …

https://www.epicbrokers.com/insights/plan-sponsor-updates-2026/

Benefits Curve | Plan Smarter for 2027: Synchronizing Benefits Strategy with Fiscal Reality

… a practical framework to: Clarify how workforce needs, culture, and business objectives should shape benefits strategy Evaluate emerging solutions with discipline, so innovation supports strategy instead of creating noise Embed governance and compliance into decision-making, vendor selection, and RFP processes Rather than chasing trends or reacting to annual pressures, this session will help you make benefit decisions today that remain credible, explainable, and defensible in 2027 and beyond. View the Recording Sign up for Benefits Curve Employer Risk Event Notifications You’ll receive invitations to our upcoming webinars covering timely employee benefits risk topics, with actionable takeaways. SUBSCRIBE NOW

https://www.epicbrokers.com/insights/benefits-curve-may-fiscal-reality-strategy/