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

… strategy and compliance into their planning risk being reactive, exposed, and on the defensive. This webinar is designed for HR and finance leaders who want a more intentional, defensible approach to benefit planning. You’ll gain 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 …

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

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

… MSA) Compliance This session covered differentiating questionable and fraudulent claims, proving fraud, nuisance 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

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: 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. 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 …

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/

Artificial Intelligence and the Future of Employer‑Provided Healthcare

Why Plan Design and Provider Selection Matter More in an AI‑Enabled Benefits Landscape In the continuing evolution of the landscape of AI in employee benefits, I want to highlight how crucial it is to invest time and thought into plan design and provider selection. These decisions are at the heart of delivering the best possible outcomes for organizations and their employees. By working with a broker who truly understands the market dynamics and complexities, you can confidently navigate the options available and ensure that your plans are both comprehensive and tailored to your needs. Thoughtful plan design, paired with …

https://www.epicbrokers.com/insights/future-employee-provided-healthcare-ai/