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BRCC / Baldwin Bulletin – March 2026

COMPLIANCE NEWSLETTER – MARCH 2026

Baldwin Bulletin

BALDWIN REGULATORY COMPLIANCE COLLABORATIVE

Welcome to the March 2026 issue

The Baldwin Bulletin is a compliance newsletter authored by the Baldwin Regulatory Compliance Collaborative and serves as a monthly guide to important regulatory developments, legal news, and employee benefits-related industry happenings designed to keep you abreast of the latest developments.

This month’s issue focuses on important upcoming compliance deadlines and includes our timeline of upcoming compliance requirements, in addition to providing information regarding certain hot-button compliance issues significantly impacting employer

Upcoming Compliance Deadlines

For information regarding upcoming compliance deadlines for employer-sponsored group health plans.
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RxDC Reporting Office Hours

 The office hours format is informal and participant-driven, making it ideal for those seeking personalized support or clarification on specific reporting scenarios.
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White House Launches TrumpRx Website

On February 5, 2026, President Donald Trump announced the launch of TrumpRx.gov, a federally run website designed to help Americans access discounted cash prices on select prescription..
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DOL Publishes Informational Videos about the FMLA

Enacted in 1993, the Family and Medical Leave Act (“FMLA”) provides eligible employees with up to 12 weeks of unpaid, job-protected leave per year for certain family and medical reasons…
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2026 Increased Penalty Amounts Issued

On January 28, 2026, the U.S. Department of Health and Human Services (“HHS”) released annual penalty increases for several provisions affecting group health plans. These increased..
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2026 Federal Poverty Levels and Non-Calendar Year Plans

Effective January 13, 100% of the FPL is $15,960 (up from $15,650 in 2025) for a person working in the mainland U.S. ($19,950 for a person working…
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JPMorgan ERISA Lawsuit Allowed to Proceed

On March 9, 2026, U.S. District Judge, Jennifer Rochon, ruled that JPMorgan Chase employees can move forward with portions of their lawsuit alleging the bank mismanaged its health…
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EBSA Announces More than $1.4 Billion Recovered in Fiscal Year 2025

The Employee Benefits Security Administration (“EBSA”), an agency of the U.S. Department of Labor (“DOL”), is responsible for overseeing…
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Health Savings Accounts are not Tax-Favored in California

Health savings accounts (“HSAs”) are tax-favored trust or custodial accounts that can be contributed to by, or on behalf of, “eligible individuals” who are covered by certain high-deductible health…
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San Francisco HCSO Annual Reporting Form Due Soon

Under the San Francisco Health Care Security Ordinance (“HCSO”), employers with 20 or more employees nationwide (50 or more for non-profits) are required to make minimum health care expenditures for employees who regularly work at least 8 hours per week…
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Frequently Asked Question (“FAQ”) of the Month

This month’s FAQ explains how benefit eligibility is affected when an employee moves from full-time to part-time status and outlines best practices for monitoring variable hours after the transition.
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ERISA Checklist for Health & Welfare Plans

Our ERISA Checklist for Health & Welfare Plans helps plan sponsors and fiduciaries assess compliance with key requirements, identify gaps, and strengthen documentation. Use it to support internal reviews and stay prepared for audits or regulatory inquiries.
Download the checklist

FEATURED COMPLIANCE INSIGHTS

Training and webcast calendars

Stay on top of everything and never miss out with our comprehensive calendars guiding you every step of the way

2026 HIPAA Complete Training Calendar

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2026 Baldwin Professional Education Connection Educational Webcast Calendar

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This newsletter is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The content of this newsletter is made available on an “as is” basis, without warranty of any kind. The Baldwin Insurance Group Holdings, LLC (“The Baldwin Group”), its affiliates, and subsidiaries do not guarantee that this information is, or can be relied on for, compliance with any law or regulation, assurance against preventable losses, or freedom from legal liability. This publication is not intended to be legal, underwriting, or any other type of professional advice. The Baldwin Group does not guarantee any particular outcome and makes no commitment to update any information herein or remove any items that are no longer accurate or complete. Furthermore, The Baldwin Group does not assume any liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. Persons requiring advice should always consult an independent adviser.

The Baldwin Group offers insurance services through one or more of its insurance licensed entities. Each of the entities may be known by one or more of the logos displayed; all insurance commerce is only conducted through The Baldwin Group insurance licensed entities. This material is not an offer to sell insurance.

Get in touch with our compliance team

The Baldwin Regulatory Compliance Collaborative is a national team of compliance and ERISA experts to help keep your organization compliant and informed.

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