Webinars

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 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 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 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 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 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 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 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 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 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).

July 10, 2024

Our July Compliance webinar featured Chris Cooley from myHRConcierge, Misty Baker, and Carol Taylor and covered crafting effective employee handbook policies to align with company values and legal requirements. We emphasized staying updated on laws and explored best practices for terminating employee benefits, ensuring compliance with federal and state regulations while minimizing legal and operational risks.