For Employers For Brokers Insights
Broker Insights

What's changing for the people
who steward the plan.

Fiduciary risk, TPA oversight, CAA compliance, and renewal strategy — written for benefits brokers serving self-funded employers. Sourced, cited, and free of vendor spin.

What Verq checks at a self-funded renewal — plan documents, claims, cost-sharing, and exclusions, each cited to the plan
Renewal Strategy
The self-funded renewal checklist for brokers.

Renewal season asks what the increase is. A defensible renewal answers a second question: was the plan run the way it's written? Six items to close before the meeting — from reconciling the document set to writing down what you reviewed.

September 14, 2026 · 2 min read Read article →
The TPA oversight checklist — five checks and a cadence for each, from Verq
TPA Oversight
The TPA oversight checklist: what to verify, and how often.

A duty to monitor is easy to state and hard to operationalize. Five checks — the plan document, cost-sharing, exclusions, large claims, and post-adjudication recoveries — with a cadence for each, and the one deliverable they all share: the record.

September 2, 2026 · 2 min read Read article →
The broker is now a defendant — Verq analysis of the new ERISA litigation wave
Broker Fiduciary Risk
The broker is now a defendant.

In December, the law firm behind more than $1.5 billion in 401(k) fee settlements sued four household-name employers over their benefit plans — and named their brokers as co-defendants. What changed, why it isn't a one-off, and what a defensible book looks like now.

July 21, 2026 · 8 min read Read article →
In the works
  • CAA broker compensation disclosure, explained plainly
  • What belongs in a stewardship report — and what doesn't

Every claim, checked
against the plan.

Verq reads your plan document and turns reporting into answers you can prove — every claim checked against the plan, every finding cited. Twenty minutes with the founders is the fastest way to see it.

Talk to the founders →