JEREMY NIGHOHOSSIAN — HEALTH POLICY
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Medicare Advantage Reform

Nine reform levers are on the table, from a five-minute rate-setting tweak to a full rebuild of how plans get paid. Here's what each one actually costs, saves, and requires — before taking a side.

35.2M
Enrolled in Medicare Advantage (55% of eligible beneficiaries), 2026
+14%
MedPAC's estimated MA overpayment relative to comparable FFS spending, 2026
$76B
Extra federal spending implied by that overpayment estimate
$11B
Resulting increase in Part B premiums, borne by all beneficiaries

Where this leaves reform

High enrollment plus persistent overpayment estimates is why reform proposals keep clustering around the same handful of levers: risk adjustment, benchmarks, quality bonuses, audit and enforcement, and consumer-protection rules.

The biggest dollar figures come from payment-system reforms, not administrative tweaks — benchmark cuts, deeper coding-intensity adjustments, and quality-bonus changes dwarf everything else in scored savings. But the most actionable reforms are narrower: CMS has already started restricting which diagnoses count toward risk scores, and Congress has bipartisan bills moving on prior authorization and risk-score integrity. The sweeping proposals — large benchmark cuts, full competitive bidding — would require legislation and face much heavier resistance, because they more visibly threaten supplemental benefits and plan margins.

The practical hierarchy

  • Faster, more feasible savings: risk-adjustment tightening, diagnosis-source exclusions, stronger audit recovery.
  • Structural reset: benchmark redesign, competitive bidding, quality-bonus overhaul.
  • Consumer protection and oversight: prior-authorization reform, broker-steering transparency, better encounter/MLR/supplemental-benefit data.

The reform menu

Each one below is collapsed to a single line by default — mechanism, feasibility, and the headline savings number. Expand any of them for the rationale, the pathway to enactment, and the real tradeoffs.

01 Raise the coding-intensity adjustment Expand ↓Collapse ↑ Raise the MA payment haircut above the statutory 5.9% floor CMS currently applies. Medium feasibility $159B–$1.05T over 2025–2034

Rationale

MA plans face stronger incentives than fee-for-service providers to code every remunerative diagnosis. Under-adjusted risk scores translate directly into overpayment. MedPAC says the newer V28 risk model helped, but MA coding intensity still generates excess payments and inequity across organizations.

Pathway

The 5.9% floor is statutory, so a durable increase requires Congress — CMS can study coding patterns annually but can't raise the floor on its own. CBO modeled raising it to 8% (savings of $159B over 2025–2034) and to 20% ($1.049T over the same window). The financial hit falls on MA organizations directly; beneficiaries feel it indirectly through smaller rebates or thinner supplemental benefits. CBO expects average MA and FFS premiums to actually fall on net, since lower Part B spending outweighs plan-level premium effects.

Tradeoffs

Simple to implement and scores large savings, but it's a blunt instrument — an across-the-board haircut doesn't distinguish plans with modest coding from plans coding aggressively. MedPAC-style reformers and fiscal hawks support it; insurers argue large cuts would shrink benefits and enrollment.

02 Exclude HRA and chart-review-only diagnoses Expand ↓Collapse ↑ Use two years of diagnosis history and stop counting diagnoses that only ever appear on a stand-alone health risk assessment or chart review. Moderate feasibility $124B over 2025–2034 (full package)

Rationale

This is the core anti-upcoding package, and it's the one with the strongest evidence behind it. OIG found that diagnoses reported only on chart reviews produced $6.7B in MA risk-adjusted payments for 2017 — $2.7B of that from chart reviews unlinked to any actual visit. Diagnoses reported only on HRAs and HRA-linked chart reviews produced $7.5B in payments for 2023, with in-home HRAs and linked chart reviews accounting for $4.2B of that. A peer-reviewed study separately tied chart reviews to a $2.3B increase in plan payments.

Pathway

MedPAC has recommended this framework since 2016. Congress can legislate the full version — the No UPCODE Act (S. 1105) and H.R. 3467 both include it — but CMS can also narrow diagnosis sources through annual rate-setting on its own. It already has: the CY2027 rate announcement finalized the exclusion of audio-only-visit diagnoses and unlinked chart-review records (with a switcher exception), estimated to save $6.84B in CY2027 alone. The plans and vendors that perform in-home assessments and retrospective chart coding are the ones directly exposed.

Tradeoffs

Unusually strong case because it targets the specific diagnosis sources most associated with questionable payments, rather than a uniform cut. The catch is implementation complexity — distinguishing legitimate care-management assessments from coding-only encounters isn't trivial. The No UPCODE Act has bipartisan sponsorship, but the MA industry is mobilized against it; Better Medicare Alliance argues it would reduce benefits and enrollment.

03 Expand RADV audits and encounter-data integrity Expand ↓Collapse ↑ Recover unsupported diagnosis payments through extrapolated audits, and tighten completeness/accuracy standards on the encounter data plans submit. Mixed feasibility $4.7B over 2023–2032

Rationale

CMS describes RADV (Risk Adjustment Data Validation) as its primary tool for addressing MA overpayments — this is enforcement of money already paid, not a new policy fiction. A parallel MedPAC track would set completeness and accuracy thresholds for encounter data, use payment withholds and refunds, and let CMS pull provider claims directly if a plan fails those thresholds.

Pathway

The 2023 final RADV rule adopted extrapolation for payment year 2018 onward and rejected a fee-for-service adjuster insurers had pushed for, with CMS estimating $4.7B in recoveries over 2023–2032. It's regulatory, but contested: a federal district court vacated portions of the rule in 2025, and CMS says that ruling currently prevents extrapolated recovery while the case is under appeal. Plans, coding vendors, and risk-bearing provider groups are the ones directly exposed. MedPAC's broader encounter-data recommendations don't have a published official score.

Tradeoffs

The upside is that it's recovering money already overpaid, not a hypothetical. The downside is slow cash realization, litigation risk, and administrative burden — program-integrity rhetoric polls well, but industry resistance and court challenges are intense.

04 Redesign or reduce benchmarks Expand ↓Collapse ↑ Change the ceiling MA bids are compared against — from a blunt across-the-board cut to a full structural redesign of how the ceiling is calculated. Low–medium feasibility Up to $392B over 2025–2032

Rationale

This is where the biggest money is. Reformers argue today's benchmark system is too generous and inequitable: MedPAC says the current county-quartile system creates payment "cliffs," distorts competition, and is skewed by including FFS beneficiaries who don't have both Part A and Part B. KFF's synthesis notes higher benchmarks and rebates are what finance MA's extra benefits — but they also limit how much of private-plan efficiency actually shows up as government savings.

Pathway

Structural reform is legislative, and it reaches essentially every insurer and every MA enrollee. Proposals range widely: CBO modeled a uniform 10% cut (saving $392B over 2025–2032); MedPAC recommends blending local-area FFS spending with price-standardized national FFS spending, a uniform rebate percentage of at least 75%, and a discount rate of at least 2% (estimated at $10B over five years); Paragon has proposed capping most benchmarks at 100% of traditional Medicare spending (an estimated $385B over ten years); H.R. 3467 would cut the blended benchmark to 75% of one-twelfth of the current formula starting in 2028. CBO expects plans to respond partly by rebidding rather than simply cutting benefits outright.

Tradeoffs

The most powerful budget lever on the table, and the one with the most visible distributional consequences for supplemental benefits. It's also the reform a majority of eligible beneficiaries — who are now enrolled in MA — would feel most directly, which is exactly why it's politically the hardest.

05 Move to competitive bidding Expand ↓Collapse ↑ Stop anchoring benchmarks to fee-for-service spending; set the government's contribution from what plans actually bid to cover a standardized benefit package. Low feasibility (near-term) $10B/yr – $500B over 10 yrs, depending on model

Rationale

The current system weakens the link between plan efficiency and taxpayer savings, because benchmarks are tied to administratively-set FFS rates rather than actual competition. Bidding is meant to force plans to compete more on price and less on regulatory arbitrage — this is the "big rethink" version of MA payment reform, most associated with Brookings/USC and BPC proposals.

Pathway

A major legislative redesign, not a rate-setting tweak. It would affect every MA plan and, depending on design, could shift relative attractiveness between MA and traditional Medicare. It's usually paired with standardized benefit designs and better plan-comparison tools, since bidding only works if beneficiaries can actually compare plans. Brookings/USC's earlier modeling (on 2015 data, assuming full phase-in) estimated roughly $10B/year in savings and a $1.4B cut to Part B premiums; BPC's more recent estimate puts a competitive-bidding benchmark at $400–500B over 2024–2033. CBO has not published a recent score for a current bidding proposal.

Tradeoffs

The most elegant long-run fix in the expert literature, because it directly changes the incentive architecture instead of patching around it. Also the hardest to build politically — standardization, regional bidding design, and beneficiary-protection rules all become contentious the moment they're specified.

06 Replace or trim the Quality Bonus Program Expand ↓Collapse ↑ End benchmark increases tied to star ratings, end double bonuses, replace the program with MedPAC's proposed MA-VIP, or make bonus payouts budget-neutral. Medium (narrow) to low (full elimination) $18B–$170B, depending on variant

Rationale

The Quality Bonus Program is expensive and, per MedPAC, poorly targeted: administratively burdensome, cost-increasing, and not especially informative to beneficiaries. KFF estimates federal spending tied to the QBP will hit at least $13.4B in 2026; MedPAC separately estimates the risk-adjusted benchmark increase from the QBP adds about $16B to 2026 Medicare spending.

Pathway

Congress controls the statutory benchmark bonuses; CMS controls parts of the star-rating methodology. CBO estimates eliminating benchmark increases for quality bonuses saves $94B over 2021–2028, and eliminating double bonuses saves $18B over 2019–2028. MedPAC's proposed MA Value Incentive Program (MA-VIP) — which would require legislation — is estimated to save more than $10B over five years. CRFB estimates a fully budget-neutral QBP redesign at $115–170B over 2024–2033. Notably, CMS's own CY2027 final rule moved the other direction: its finalized Star Ratings methodology changes are estimated to increase Medicare spending by $18.56B over 2027–2036 — a reminder that "star reform" can cut either way depending on design.

Tradeoffs

One of the cleaner savings options on paper, since the current program already looks weak on policy-design grounds. The counterargument is that shrinking QBP could dilute incentives for measured quality improvement and reduce rebate-funded benefits at highly-rated plans. Narrow changes like ending double bonuses poll better than full elimination; AHIP has publicly supported legislation to raise the benchmark cap so more earned bonuses get paid in full — the opposite direction from most of these proposals.

07 Add budget-neutral stop-loss for high-cost enrollees Expand ↓Collapse ↑ A two-sided adjustment — protect plans when actual costs greatly exceed risk-adjusted expectations, claw back low-cost deviations, net to zero. Medium, as part of a package No official score — designed to be budget-neutral

Rationale

Even with current risk adjustment, very high-cost cases can still be undercompensated — which can give plans a reason to avoid certain enrollees or skimp on access for medically complex patients. A well-designed stop-loss layer is meant to close that gap without adding net federal cost.

Pathway

Would need new legislative authority broad enough for CMS to implement it. H.R. 3467 authorizes the Secretary to establish stop-loss payments starting in 2028, based on auditable encounter data, explicitly budget-neutral by design. It would mainly affect plans with unusually high-cost enrollees — especially Special Needs Plans and other medically complex populations.

Tradeoffs

Done well, this improves fairness and reduces subtle risk-selection incentives. Done poorly, it partly socializes catastrophic costs and weakens plan incentives to manage expensive care tightly. Reads as reasonable inside a larger reform package; weak as a stand-alone policy on its own.

08 Tighten prior authorization and access rules Expand ↓Collapse ↑ Standardize electronic prior-authorization systems, publish approval/denial data, and disclose when AI tools are used in coverage decisions. High feasibility No federal savings score — framed as burden reduction

Rationale

Unlike most of the other items here, this isn't primarily a savings play — it's aimed at reducing provider and beneficiary friction and limiting opaque utilization management. CMS says its 2024 interoperability rule is meant to cut payer/provider burden and improve patient access to their own health information.

Pathway

Much of this is already administrative. CMS's 2024 rule (requiring MA plans and other payers to build Prior Authorization APIs and modern data-exchange standards) is already final. The bipartisan Improving Seniors' Timely Access to Care Act of 2025 would go further for MA specifically: electronic PA programs by 2028, public reporting of approval/denial rates and appeal reversals, response-time reporting, and disclosure of AI or other decision-support tools used in determinations. As of early July 2026 it had been forwarded to full committee and calendared for markup.

Tradeoffs

One of the most politically feasible reforms on this list, precisely because it's bipartisan and framed around patient access rather than payment cuts. The tradeoff is that it mostly improves process and transparency rather than directly addressing MA overpayment.

09 Expand transparency on costs, MLR, and broker steering Expand ↓Collapse ↑ Require richer disclosure of encounter costs, medical-loss-ratio components, supplemental-benefit usage, and broker compensation/steering. Moderate–high feasibility No official score — oversight infrastructure

Rationale

MedPAC has repeatedly said policymakers still lack robust information on how MA plans actually spend money and use supplemental benefits. These bills don't fix overpayment by themselves — they're the data infrastructure that makes future reforms easier to target and defend.

Pathway

All legislative, all introduced in a cluster in June–July 2026. H.R. 9392 would require encounter data to include allowed amounts, cost-sharing, and indicators for at-home HRAs. H.R. 9644 would require plan-level publication of revenue, claims spending, non-claims spending, and MLR components in consumer-friendly form starting in 2029. H.R. 9395 would require MA organizations to report whether enrollees were signed up through an agent or broker, plus related compensation data, starting in 2028. H.R. 5243 separately advances supplemental-benefit data transparency.

Tradeoffs

Disclosure reforms are consistently easier to advance than payment cuts. Their obvious limit: transparency alone doesn't guarantee lower spending or better outcomes — it just makes the next argument easier to have with real data.

What each idea is actually worth

Idea Estimated savings In legislation or regulation
Raise coding-intensity adjustment $159B (to 8%) or $1.05T (to 20%), 2025–2034, CBO No enacted package; CBO option menu, MedPAC agenda
Two years of data + exclude HRA/chart-review diagnoses $124B (2025–2034, CBO); $6.84B in CY2027 alone (CMS, narrower version) No UPCODE Act, H.R. 3467, CY2027 Rate Announcement
RADV / encounter-data integrity $4.7B (2023–2032, 2023 RADV rule); no score for encounter-data package CMS 2023 RADV final rule; MedPAC recommendation
Benchmark cut or redesign $392B (10% cut, CBO); $10B/5yrs (MedPAC); $385B/10yrs (Paragon) H.R. 3467, MedPAC blueprint, CBO option
Competitive bidding ~$10B/yr (Brookings/USC); $400–500B/10yrs (BPC) No current bill; expert proposal only
QBP / star-rating reform $94B (end quality bonus increases); $18B (end double bonuses); CMS's own CY2027 star changes cost $18.56B H.R. 3467, CMS CY2027 final rule, MedPAC blueprint
Budget-neutral stop-loss No official score — neutral by design H.R. 3467
Prior-authorization reform No federal savings score — burden/interoperability focus H.R. 3514 / S. 1816, CMS-0057-F
Cost/MLR/broker transparency No official score — informational H.R. 9392, H.R. 9395, H.R. 9644, H.R. 5243

Bills and rules to know

Bill / rule Status What it does
S. 1105 — No UPCODE Act Introduced Mar. 2025 Two years of diagnosis data; excludes chart-review and HRA-only diagnoses; requires the coding adjustment to reflect actual MA/FFS coding differences
H.R. 3467 Introduced May 2025 Broad restructuring: capitated-only payments for most plans, 75% benchmark reduction formula, claims-only risk adjustment, ends quality benchmark increases, budget-neutral stop-loss, auto-enrollment, 3-year lock-in, hospice integration
H.R. 3514 / S. 1816 — Timely Access to Care Act Introduced May 2025; calendared for markup Jul. 2026 Electronic prior authorization, public PA metrics, appeal/reversal reporting, AI-use disclosure, MedPAC reporting
H.R. 9392 — MA Cost Transparency Act Introduced Jun. 2026 Encounter data must include allowed amounts, cost-sharing, at-home HRA indicators
H.R. 9395 — Transparency in MA Steering Act Introduced Jun. 2026 Reports agent/broker enrollment and compensation data starting 2028
H.R. 9644 — MA MLR Transparency Act Introduced Jul. 2026 Plan-level revenue, claims, non-claims cost, and MLR disclosure starting 2029
H.R. 5243 2026 committee activity Expands supplemental-benefit data transparency
CMS 2023 RADV final rule Issued Jan. 2023; partly vacated 2025, under appeal Extrapolated audit recoveries, no FFS adjuster
CMS-0057-F Issued Jan. 2024 Prior Authorization API and interoperability requirements
CY2027 MA & Part D final rule Issued Apr. 2026 Star Ratings methodology changes (net +$18.56B), SSBCI/debit-card transparency
CY2027 Rate Announcement Issued Apr. 2026 Excludes audio-only and unlinked chart-review diagnoses from risk scores (est. $6.84B CY2027 savings)

Timeline

2019
OIG raises chart-review payment concerns
2020
MedPAC recommends replacing the QBP with MA-VIP
2021
MedPAC recommends benchmark redesign
2023
CMS finalizes RADV extrapolation rule
2024
CMS finalizes interoperability and prior-authorization rule; OIG reports $7.5B from HRA/linked-chart-review diagnoses
2025
No UPCODE Act and H.R. 3467 introduced; Timely Access Act reintroduced
2026
CMS finalizes the CY2027 MA rule and rate announcement (excluding unlinked chart reviews); H.R. 9392, H.R. 9395, and H.R. 9644 transparency bills introduced

Where each reform hits the payment pipeline

Money flows: benchmark → risk score → bid & rebate → quality bonus → oversight

Benchmark

  • Benchmark cut or redesign
  • Competitive bidding

Risk score

  • Raise coding-intensity adjustment
  • Two years of diagnosis data
  • Exclude HRA / chart-review diagnoses

Bid & rebate

  • Reduce rebate generosity
  • Budget-neutral stop-loss

Quality bonus

  • Eliminate benchmark bonuses
  • End double bonuses
  • Replace QBP with MA-VIP

Oversight & UM

  • RADV extrapolation
  • Encounter-data thresholds
  • Prior-authorization transparency
  • MLR / broker / benefit disclosure

Bottom line

If the goal is deficit reduction with the strongest official scores, the leading reforms are benchmark cuts or redesign, coding-intensity adjustments, and risk-adjustment tightening. If the goal is high-feasibility, near-term reform, the strongest options are narrower diagnosis-source exclusions, stronger audit recovery, and prior-authorization transparency. If the goal is full system redesign, competitive bidding and full benchmark reform matter most — analytically strongest, politically hardest.

The cleanest bipartisan opening is the anti-upcoding lane. It already has a legislative vehicle (No UPCODE Act), an administrative complement CMS has already started implementing (the CY2027 diagnosis-source exclusions), and unusually strong backing from OIG, MedPAC, and the broader overpayment literature. Even this narrower package is now central enough to MA business models that insurer opposition is intense.

Transparency bills and prior-authorization reform are much easier to move politically, but they're second-order: they improve oversight and beneficiary experience without closing the main spending gap by themselves. The most coherent bundle, on the evidence here, is anti-upcoding reform plus stronger audits plus benchmark/QBP reform plus operational transparency and prior-authorization safeguards.