Ask the Experts – March 2026

ByMark C

Our team will discuss the latest trends and topics in the world of employee benefits and compliance.

In this episode, we will discuss:

  • What is Level Funding?
  • What must the employer do with any refund or surplus at the end of a plan year?
  • State mandates with Level Funding
  • Read/know what is included in your contract with the carrier
  • Reporting responsibilities:
    • ACA reporting
    • RxDC reporting
    • Gag Clause prohibition attestation reporting
    • PCORI reporting

Click here to view and watch our Ask The Experts Podcast

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