Webinar listing
July Compliance Webinar
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 Compliance Webinar
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!
May Compliance Webinar
May 14, 2025
FSA, HRA, ICHRA, QSEHRA, HSA. Five acronyms, countless compliance questions. In this session, Misty Baker and Carol Taylor broke down the key rules, contribution limits, eligibility requirements, and documentation needs for each account type. They also addressed common pitfalls brokers and employers face. If you work with tax-advantaged plans, this session is a must!
April Compliance Webinar
April 16, 2025
Misty Baker and Carol Taylor broke down the essentials of ERISA compliance, Form 5500 filings, and MLR rebate requirements. They shared what’s required, who’s responsible, how employers are impacted, and what’s coming next in the compliance space. Download he slides below!
March Compliance Webinar
March 12, 2025
In this informative compliance session, Misty Baker and Carol Taylor broke down the complexities of RxDC reporting, explaining who is responsible for filing, what needs to be reported, and key deadlines. They also shared insights on common pitfalls, reporting errors, and best practices to help employers and advisors stay compliant.
February Compliance Webinar
February 19, 2025
Misty and Carol discussed some of the most pressing employer questions, including when a group becomes an Applicable Large Employer (ALE) and must start filing 1095 forms, whether classes or carve-outs are allowed in benefit plans, and what to do if an employer misses the CMS Part D Creditable Coverage deadline. We also covered key compliance concerns like ICHRAs, disability-related terminations, and common pitfalls to avoid. Plus more!
January Compliance Webinar
January 15, 2025
Catch our January ACA Compliance Webinar, where we simplify 1094/1095 forms, explain 226J audit letters, and share actionable tips, with Misty Baker, Carol Taylor, and special guest, Chris Cooley with myHRConcierge. The perfect tool for staying informed and keeping your clients compliant this reporting season!
December Compliance Webinar
December 4, 2024
Misty Baker and Carol Taylor tackled agent compensation disclosure info and 2024’s top compliance questions in a quick and informative session. Whether you're wrapping up the year or gearing up for 2025, these slides have everything you need to stay ahead.
November Compliance Webinar
November 6, 2024
Catch up on our November Compliance Webinar with experts Misty Baker and Carol Taylor! In this quick, 30-minute session, they break down the essentials of the Gag Clause, its impact on employer groups, and how to stay compliant. Perfect for a quick Q4 refresher and to keep you and your clients compliant.
October Compliance Webinar
October 9, 2024
In this power-packed 30-minute session, Misty Baker and Carol Taylor shared practical strategies to help make your open enrollment process seamless. They discussed best practices for organizing and executing a smooth open enrollment, as well as key compliance reminders to keep in mind this season.
September Compliance Webinar
September 12, 2024
Our September Compliance webinar covered key topics like COBRA, state continuation, and ICHRAs. We broke down COBRA eligibility and compliance, clarified state laws versus COBRA, introduced our new MLR Calculator, and explored the benefits of Individual Coverage Health Reimbursement Arrangements (ICHRAs).
August Compliance Webinar
August 14, 2024
In this month's compliance session, Misty Baker, Director of Compliance, and Carol Taylor, Compliance Specialist, broke down the key aspects of Medicare Creditable Coverage, including what makes coverage creditable, why it matters, and how to evaluate plans.