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Employee Benefits Compliance Updates

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Baldwin Bulletin
Form 5500 deadline approaching: Calendar year plans due July 31, 2026
May 2026  Caitlin Hillenbrand, Associate Director Benefits Compliance Each year, companies subject to the Employee Retirement Income Security Act of...
Baldwin Bulletin
Upcoming PCORI filing deadline: Due July 31, 2026
May 2026  Stephanie Hall, Associate Director Benefits Compliance  The upcoming deadline for health insurance issuers and plan sponsors of self-insured health plans...
Baldwin Bulletin
2027 ACA out-of-pocket maximums released
May 2026 Diana Craig, Director Benefits Compliance On January 29, 2026, the U.S. Department of Health and Human Services (“HHS”) released...
Baldwin Bulletin
State leave benefits update
May 2026  Tony R. Nelson, Jr., Benefits Compliance Specialist  State paid family and medical leave developments continue to expand and evolve across the...
Baldwin Bulletin
CMS excludes account-based plans from Medicare Part D notices
May 2026  Natashia Wright, Director, Benefits Compliance  On April 2, 2026, the Centers for Medicare & Medicaid Services (“CMS”) issued a final rule...
Baldwin Bulletin
PBM litigation and reform: What employers need to know 
May 2026  Deanna J. Sizemore, Associate Director Benefits Compliance  Pharmacy Benefit Manager (“PBM”) litigation is rapidly emerging as both a fiduciary...
Baldwin Bulletin
HIPAA enforcement action against a group health plan
May 2026 Natashia Wright, Director, Benefits Compliance In April 2026, the U.S. Department of Health and Human Services (“HHS”) Office for Civil Rights (“OCR”) announced...
Baldwin Bulletin
Mental health parity update
May 2026  Diana Craig, Director, Benefits Compliance  March saw two important developments with respect to the Mental Health Parity and Addiction Equity Act...
Baldwin Bulletin
RxDC Reporting Office Hours
March 2026 Deanna Sizemore, Associate Director, Benefits Compliance The Baldwin Group is excited to host RxDC Reporting Open Office Hours sessions. During these sessions, attendees...
Baldwin Bulletin
White House Launches TrumpRx Website
March 2026 Caitlin Hillenbrand, Associate Director Benefits Compliance On February 5, 2026, President Donald Trump announced the launch of TrumpRx.gov, a federally run website...
Baldwin Bulletin
DOL Publishes Informational Videos about the FMLA
March 2026 Tony Nelson, State & Leave Compliance Specialist Enacted in 1993, the Family and Medical Leave Act (“FMLA”) provides eligible employees...
Baldwin Bulletin
2026 Increased Penalty Amounts Issued
March 2026 Diana Craig, Director, Benefits Compliance On January 28, 2026, the U.S. Department of Health and Human Services (“HHS”) released annual...
Baldwin Bulletin
2026 Federal Poverty Levels and Non-Calendar Year Plans
March 2026 Deanna Sizemore, Associate Director, Benefits Compliance On January 13, 2026, the Department of Health and Human Services (“HHS”) issued the 2026 federal poverty...
Baldwin Bulletin
JPMorgan ERISA Lawsuit Allowed to Proceed
March 2026 Natashia Wright, Associate Director Benefits Compliance On March 9, 2026, U.S. District Judge, Jennifer Rochon, ruled that JPMorgan Chase employees can move...
Baldwin Bulletin
EBSA Announces More than $1.4 Billion Recovered in Fiscal Year 2025
March 2026 Daniel Finnegan, Compliance Specialist The Employee Benefits Security Administration (“EBSA”), an agency of the U.S. Department of Labor (“DOL”), is responsible for overseeing...
Baldwin Bulletin
Health Savings Accounts are not Tax-Favored in California
March 2026 Diana Craig, Director, Benefits Compliance Health savings accounts (“HSAs”) are tax-favored trust or custodial accounts that can be contributed to...
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