Webinars

September 25, 2026

Part D got richer for 2027, and that changes the math on creditable coverage. The old 60% shortcut is gone, replaced by a stricter actuarial test, and many HDHPs no longer pass. Misty Baker and Carol Taylor break down what changed, who owns the determination, and why brokers should ask every client one question at renewal.

August 12, 2026

Bad actors keep finding their way into the benefits space, dressed up as wellness perks, charity programs, or simple opt-out pay that don't hold up under a closer look. We break down the arrangements carrying real fraud and compliance risk, what enforcement looks like when a plan gets flagged, and how to help clients spot a problem before it becomes theirs to clean up.

July 15, 2026

Common ownership can raise real compliance and employment law questions once business structures, HR responsibilities, and benefit obligations start to overlap. Misty Baker, and Carol Taylor, Compliance Specialist, were joined by FordHarrison to break down what employers need to understand when ownership structure and employment law intersect: what common ownership means from an employment law perspective, why related entities can create added compliance considerations, how ownership structure can affect HR decisions and risk, and what employers should be watching as workforce issues continue to shift.

June 17, 2026

PCORI questions often surface when clients are unsure which plans are subject to the fee, who files, or how payment is calculated. Misty Baker and Carol Taylor walk through 2026 PCORI requirements, filing responsibilities, fee calculations, and the client conversations brokers can support as employers prepare for the July 31 payment deadline and next steps.

April 22, 2026

In April’s compliance webinar, Misty Baker, Carol Taylor, and Patti Reimer covered four issues that continue to create questions for employers and the brokers supporting them: non-discrimination testing, the Marketplace model notice, broker compensation reporting, and employee terminations.

March 18, 2026

Prescription drug policy is drawing renewed attention in Washington and across employer-sponsored plans. In this session, Misty Baker shares key takeaways from the Capitol Conference, updates on federal Rx proposals, and where employers continue to struggle with RxDC reporting so brokers can better prepare for the compliance questions already surfacing.

February 18, 2026

COBRA issues rarely come from one major mistake. They tend to build over time when a notice is missed, documentation is incomplete, or filings do not line up. In this recorded session, the CRC Benefits Compliance team walks through where COBRA processes most often break down, what creates real risk for employers, and the practical review steps brokers can take to bring more structure and consistency to compliance.

January 29, 2026

Misty Baker, Carol Taylor, and guest Chris Cooley recently hosted a focused session on Forms 1094 and 1095. The important session centered on what brokers need to understand, explain, and anticipate when supporting clients through ACA reporting.

If 1094 and 1095 reporting continues to create friction with clients, this is a resource worth checking out.

January 14, 2026

Misty Baker and Carol Taylor break down what brokers need to know about Trump Accounts and how they could impact employer benefit strategies heading into 2026. They cover what’s new, what’s still unclear, and the compliance considerations advisors should be watching closely. The session also includes a conversation with a special guest on a new partnership expanding access to turnkey 401(k) and retirement plan solutions to support employer groups.

November 19, 2025

Misty Baker and Carol Taylor break down what brokers need to know before year-end from what really counts as a Qualifying Event to how MLR rebates should be handled and common Medicare mistakes that can trip up employers. Watch the replay to stay compliant, and head into 2026 with confidence.

October 22, 2025

There’s no gray area when it comes to the Gag Clause. In this 30-minute session, Misty Baker and Carol Taylor walk through what the rule prohibits, who must file, key deadlines, and how to stay compliant. It’s straightforward guidance to help you protect your clients and keep your business ready for anything.

September 24, 2025

Level funding could be the advantage that sets you apart — or the gap that costs you business. In today’s market, clients are demanding savings and predictability. If another broker shows them how level funding delivers both, and you don’t, who wins that conversation?

Misty and Carol unpacked the Top 10 Things Brokers Must Know About Level Funding, from filings and compliance pitfalls to the real-world strategies that protect employers and cut costs.

August 13, 2025

Can an employer pay Medicare premiums? What counts as creditable coverage? Misty and Carol answered these questions and more in August’s compliance webinar. Catch the replay to get up to speed on group size rules, employer payment limits, and key reminders to protect your clients.

July 16, 2025

July’s compliance webinar was a lively deep dive into the Big Beautiful Bill (OBBB), the major state-level changes it’s driving, and what employers need to prepare for. Misty and Carol didn’t hold back. This session sparked plenty of spirited conversation on both sides of the issue. Catch up now and stay ahead with the insights your clients expect.

June 18, 2025

PCORI fees and broker compensation disclosures may not be new, but they’re still creating confusion. In this session, Misty Baker and Carol Taylor reviewed who needs to file, what to double-check before submitting, and how to avoid common PCORI pitfalls. They also unpacked the broker comp rules that continue to surprise advisors and shared tips to help you stay compliant. If you support employer groups, this session is a must!