Ask the Experts - March 2026

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

Mark C