Newsroom

Because the insurance industry is evolving, and rules and regulations change, we help you stay up-to-date by sending carrier, product, and other updates regularly via emails and e-newsletters, post updates in our online Newsroom, and post on social media. Check out the latest news below.

California Delays Implementation of Fertility and IVF Mandate

Learn about California's new fertility benefit mandate for fully insured health plans, including IVF coverage, delayed to January 1, 2026. Find out who it applies to and what it means for employers and insurers.

PCORI Fee Reminder: Who Files, How Much, and What’s Due by July 31

PCORI fee season is here – but if your clients only offer fully insured plans, you can skip this one. For self-funded, level-funded, and certain HRA arrangements, however, the July 31 filing deadline matters. This column breaks down who files, how much to pay, and what’s excluded.

CAA Pharmacy Rx Data Collection (RxDC) Compliance Requirements Due by 6/1

The 6/1 deadline for RxDC reporting is approaching; group health plans must submit data on drug costs and healthcare spending. While carriers handle reporting for fully insured plans, employers still have responsibilities. For self-funded plans, the employer is responsible. Learn what’s required.

Understanding San Francisco’s Health Care Security Ordinance

We break down the San Francisco HCSO – a local health care spending law that can apply to employers both inside and outside California. Whether fully insured or self-funded, employers with even one SF-based employee are generally subject to HCSO’s spending, reporting, & compliance requirements.

Simplifying ACA IRS Reporting: Employer Deadlines, Fire Relief, and New Compliance Updates

Paul Roberts breaks down ACA IRS reporting requirements for Applicable Large Employers (ALEs) and all employers with self-funded plans, California’s individual mandate reporting, reporting relief for employers impacted by LA fires, and new federal laws designed to ease reporting burdens.

Annual Employee Benefits Compliance Responsibilities on January 1st

Paul Roberts outlines key annual compliance responsibilities for 2025, including ACA employer mandate requirements, IRS reporting, COBRA compliance, and more. Learn how to navigate these complexities and leverage resources to ensure your clients stay informed and compliant throughout the year.

HSA Comprehensive Guide

Discover the essentials of HSAs. Enhance your understanding of HSA compliance, HDHPs, and key rules to better serve your clients. This overview revisits fundamental mechanics and principles of HSAs, ensuring you stay informed and effective in advising clients on maximizing their HSA benefits.