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 Q4 2025  | Q1 2026  | Q2 2026 | Q3 2026


Q3 2026

July

National

  • DOL Proposes New Electronic Disclosure Safe Harbor
  • IRS Begins Issuing 226-J Letters for Tax Year 2024
  • IRS Announces 2027 ACA Affordability Indexed Amount

State & Local

  • California's Restructured MCO Tax Expected to Increase Premiums
  • Massachusetts Announces New PFML Private Plan Exemption Process
  • Massachusetts Announces Guidance on PFML Tax Treatment
  • New Jersey Expands Job Protection for Employees on Leave

August

National

  • Additional Guidance on Tax Credits for Paid Family and Medical Leave
  • Proposed Rule Addresses DCAP Nondiscrimination Testing
  • Proposed Rule Addresses Employer Contributions to Trump Accounts

State & Local

  • Louisiana Expands PBM Regulation Through Acts 474 and 913
  • Minnesota Maintains PFML Premium Rates for 2027
  • New Jersey to Charge Employers for their Medicaid Members

September

National

  • DOL Publishes Guidance on MHPAEA Enforcement
  • New Guidance Issued for Health-Contingent Wellness Programs
  • ICHRAs Renamed CHOICE Arrangements
  • 2026 MLR Rebate Checks to Be Issued Soon to Fully Insured Plans

State & Local

  • San Francisco HCSO Expenditures and Reporting Update for 2027
  • Maryland FAMLI Registration Open and Guidance Published

Q2 2026

April

National

  • Final Rule Clarifies Creditable Coverage Effective in 2027

State & Local

  • Regulations Published for Maryland FAMLI
  • New Mexico Vaccine Purchase Act Reporting Reminder

May

National

  • DOL Penalties Remain Unchanged for 2026
  • Guidance Addresses Fertility Benefits
  • Updated FAQs About Educational Assistance Program
  • DOL Sets 2026 ERISA Enforcement Priorities
  • MHPAEA Enforcement Report to Congress Published

State & Local

  • Massachusetts Releases 2027 MCC Limits
  • Virginia Enacts Paid Family and Medical Leave
  • New Wisconsin Law Requires Breast Cancer Screening Coverage

June

National

  • Federal Independent Dispute Resolution Final Rule
  • 2027 Inflation Adjusted Amounts for HSAs, HDHPs, and EBHRAs
  • 2026 PCOR Fee Filing Reminder for Self-Insured Plans

State & Local

  • Los Angeles Requires Health Benefit Payments for Hotel Workers
  • Illinois Adopts Family Neonatal Intensive Care Leave Act
    2027 Illinois Health Benefit Law Changes
  • New Kansas Law Imposes Compliance Obligations on PBMs
  • New Kansas Tax Benefits for Health Care Sharing Ministry Members
  • Nebraska Law Requires Coverage for Certain Pediatric Disorders
  • Virginia Enacts Paid Sick Leave Law

Q1 2026

January

National

  • Notice of Privacy Practices Deadline Approaching
  • New Healthcare Plan Announced
  • DOL Expands DFVC Program to Include Form M-1 Filings
  • 2026 Federal Poverty Guidelines Announced
  • State Health Coverage Reporting Requirements for CY 2025
  • Medicare Part D CMS Notification Reminder

State & Local

  • Changes to Colorado FAMLI for 2026
  • Washington Increases 2026 Paid Family and Medical Leave Premium

February

National

  • DOL Proposes PBM Disclosure Rule for Self-Insured Plans
  • Legislation Paves Way for PBM Transparency
  • HHS Releases 2025 Civil Monetary Penalties in 2026
  • Annual Out-of-Pocket Maximum Adjustments Announced for 2027

State & Local

  • No state or local updates

March

National

  • PBM Litigation Survives Motion to Dismiss
  • 2025 RxDC Reporting Reminder

State & Local

  • Reminder: San Francisco HCSO Reporting Due May 1, 2026
  • New Illinois Laws Effective in 2026
  • New Jersey To Expand Leave Laws

Q4 2025

October

National

  • Fertility Services as Excepted Benefits
  • Gag Clause Attestation Due December 31, 2025
  • Immunization Schedule Updated by the CDC
  • 2026 Cost of Living Adjustments

State & Local

  • California Enacts PBM Reform Law
  • California Redefines Approach to Preventive Care Standards
  • Illinois PBM Law Takes Effect January 1, 2026
  • Illinois Mandates Fertility Benefits and Dependent Coverage for Parents
  • Massachusetts HIRD Reporting Due December 15, 2025
  • Massachusetts Paid Family Leave 2026 Contributions and Benefits
  • New York Paid Family Leave 2026 Contributions and Benefits
  • Texas’ Woman and Child Protection Act

November

National

  • New PCOR Fee Announced
    Final 2025 ACA Reporting Instructions and Forms Issued

State & Local

  • No state or local updates

December

National

  • Initial Guidance on Employer Contributions to Trump Accounts
  • Guidance on HSA Provisions in OBBBA

State & Local

  • Delaware Amends Paid Family and Medical Leave Law Again
  • Disability and Family Leave Amounts
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