Ask the Experts

Our team discusses 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

Podcast: Ask the Experts March 2026

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