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Compliance Matters Newsletter | June 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. Special Compliance Alert – 2027 HDHP & HSA Limits Released Compliance Considerations for Reference Based Pricing and NSA IRS Updates FAQs on Employer Educational Assistance Programs Departments Release Proposed Rules for Excepted Fertility Benefits Medicare Part D Creditable Coverage Updates Owner’s Benefits – Eligibility & Taxation State Series: Tennessee …

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

EPIC Introduces “Benefits Beyond Medicare” Platform Featuring Estate Planning Through GoodTrust

… all-in-one plan allows families to create and manage essential documents including wills, trusts, healthcare directives, powers of attorney, and more all in one place, with the flexibility to update them as life evolves. “This is about more than coverage, it’s about confidence,” said Craig Hasday, President, National Employee Benefits Practice at EPIC Insurance Brokers and Consultants. “As individuals transition into Medicare, they’re making some of the most important financial and life decisions they’ll ever face. By integrating estate planning into this experience, we’re helping ensure their wishes are documented, their families are supported, and …

https://www.epicbrokers.com/insights/epic-introduces-benefits-beyond-medicare/

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

… 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: 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/