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Compliance Matters Newsletter | June 2026

… enforcement priorities and reduce what it views as “regulation by enforcement.” The guidance emphasizes focusing investigations on the most egregious misconduct and loyalty breaches, such as self-dealing or misuse of plan assets, rather than second-guessing fiduciaries’ good-faith prudence decisions. It also requires greater oversight by senior agency leadership for significant enforcement actions and aims to make investigations more timely, transparent, and consistent. The bulletin reflects a major philosophical shift in EBSA’s relationship with plan sponsors, fiduciaries, and service providers, particularly in areas like employee stock ownership plan (ESOP) valuations and missing participant investigations. The long-term …

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

EPIC Welcomes Alex Horowitz

We are pleased to announce that Alex Horowitz has joined EPIC as Principal within our Private Client practice. Alex brings deep private client expertise, national market perspective, and a relationship‑driven approach to risk management. He specializes in serving high‑net‑worth and complex clients, aligning tailored insurance strategies with long‑term goals. His 23 years in a client advisory role reflect a strong blend of hands‑on private client experience, strategic sales leadership, and national carrier insight. “Alex brings a rare combination of deep private client expertise, national market perspective, and a truly relationship‑driven approach to insurance,” said …

https://www.epicbrokers.com/insights/epic-welcomes-alex-horowitz/

EPIC Welcomes Cody Hunter

… of experience, proven sales strategy, and strong client‑centric approach make him an exceptional addition to our practice. Cody is a natural leader with a track record of driving growth, and we are excited for the impact he will make across Texas and beyond.” “Cody brings the expertise, energy, and leadership that align perfectly with our vision for continued growth in the West Region,” said KJ Wagner, President, West Region. “His ability to build meaningful relationships, execute successful strategies, and inspire those around him sets him apart. We’re excited to have him join EPIC and look forward to the …

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

EPIC Team Members Recognized as 2026 Power Brokers

Celebrating Three EPIC Professionals Recognized for Protecting Client Interests and Delivering Meaningful Risk Solutions Three EPIC team members have been recognized in Risk & Insurance® Magazine’s annual Power Broker contest, which honors insurance professionals who demonstrate exceptional client service, technical expertise, and industry leadership. The following EPIC advisors were named 2026 Power Brokers: Real Estate Power Broker: Parker Rains, Managing Principal Construction Power Broker: Mary Grandy, Senior Vice President Real Estate Power Broker: Jonathan Wheat, Managing Principal “Parker, Mary, and Jonathan exemplify what it means to be thoughtful, strategic advisors to clients,” said Crawford McInnis, Chief Sales Officer at …

https://www.epicbrokers.com/insights/epic-team-members-2026-power-brokers/

Benefits Curve | Rethinking Benefits Funding: Why the Status Quo Is No Longer a Risk Strategy

For many employers, healthcare benefits have become one of the largest and least predictable business expenses. What was once treated as a relatively stable cost now carries significant volatility, uncertainty, and risk. Skyrocketing healthcare costs, including larger-than-ever high-cost claims, and shifts in pharmacy costs are forcing organizations to explore creative alternatives for cost savings. Renewal conversations are tougher. Negotiating with medical carriers on renewals is harder. Leadership teams are asking for solutions to manage the trend long-term. In today’s environment, reviewing how you fund your benefits is no longer a status quo, it’s a …

https://www.epicbrokers.com/insights/benefits-curve-rethinking-benefits-funding-status-quo-no-longer-risk-strategy/

EPIC Welcomes Miranda Rodriguez

… introduce innovative technology integrations and connect regional expertise across the organization. “EPIC’s size, structure and growth mindset presented a unique opportunity to build on a strong foundation and create something transformative,” said Rodriguez. “I’ve spent much of my career developing real estate practices and EPIC offers the autonomy, leadership support and resources to build a truly national platform—one that serves clients across the full spectrum of commercial real estate while enabling teams across the organization to collaborate more effectively.” Based in Charlotte, North Carolina, Rodriguez brings more than 15 years of industry experience in real estate risk …

https://www.epicbrokers.com/insights/epic-welcomes-miranda-rodriguez/

Trends in Workplace Wellness: From Point Solutions to a Connected Ecosystem

… siloed wellness initiatives that operate independently of the overall population health strategy. So, while employers want integration, many are still struggling to achieve it. EPIC Insight: Point solutions have the greatest opportunity to deliver return on investment (ROI) when they’re part of a coordinated wellbeing framework supported by organizational leadership that drives clear objectives and willingness to invest in engagement initiatives and communications that help employees understand how offerings fit together. The Engagement Imperative: Still the #1 Challenge Low engagement tops the list of employer pain points. Many organizations rely heavily on traditional communication channels while underusing tactics like …

https://www.epicbrokers.com/insights/trends-workplace-wellness-report-point-solutions-connected-ecosystem/

The Great IP Erosion: What Happens When China Stops Playing by the Rules

… reverse-engineered and sold globally Pharmaceuticals: Years of research lost when generics hit the market immediately Entertainment: Streaming services overwhelmed by pirated content Consumer Brands: Counterfeits eroding trust and diluting brand equity The effect isn’t just financial. It eats into competitiveness. It makes investors nervous. And it puts your leadership team under pressure when shareholders ask, “Why weren’t we prepared?” The Insurance Angle: What’s Covered, What’s Not Here’s where things get interesting for risk managers and brokers. IP risk has always been tricky to insure. Traditional policies don’t cover the value of stolen know …

https://www.epicbrokers.com/insights/the-great-ip-erosion/