Updates & Insights

iXBRL tagging of cybersecurity disclosures in SEC filings enhances transparency 

In 2023, the SEC adopted a final rule requiring public companies to provide specific disclosures regarding their material cybersecurity incidents...

December 20, 2024 Jennifer Froberg - Sr SEC Product Specialist

Are you already preparing for the next AEP season?

Creating documents for health plan member communications can be chaotic. This year was no exception when the models dropped for...

December 18, 2024 Jen Trewick - Principal Product Manager

Redefining proxy design: How W&T Offshore moved the needle as a finalist for the 2024 Best Proxy Statement (Small Cap) award

W&T Offshore, Inc. is highlighted for being a finalist for the 2024 Best Proxy Statement (Small Cap) award, showcasing their...

November 8, 2024 Mike Spelman - Director, Proxy Solutions

Notice and Access may be doing more harm than good to your budget and shareholder response

When the SEC introduced Notice and Access (N&A), the goal was to reduce printing and postage costs while making proxy...

October 30, 2024 Mike Spelman - Director, Proxy Solutions

Medicare, Medicaid & Mental Health: understanding CMS’s new behavioral health strategy

As mental health care access becomes an even greater priority, CMS recently implemented a new comprehensive behavior health strategy. Learn...

October 30, 2024 April Chambers - Healthcare Service Technology Manager

What is the purpose of the Management Information Circular in Canada?

The Management Information Circular (MIC) plays an important role in Canadian corporate governance, serving purposes beyond regulatory requirements. The MIC...

October 18, 2024 Jason Barnard - Business Development Manager, Canadian Compliance

EDGAR Next: How to navigate the SEC rule and requirements

On September 27, 2024, the SEC announced the EDGAR Next final rule. In this blog, Jennifer Froberg shares an overview...

October 14, 2024 Jennifer Froberg - Sr SEC Product Specialist

Navigating the 2024 CMS Final Rule changes: what they mean for member communications programs

Open enrollment is just around the corner, and with it comes significant changes to how MAOs manage their member communications....

October 10, 2024 Jen Trewick - Principal Product Manager

Schedule 13D and Schedule 13G: Key challenges and considerations for the XML mandate

The new SEC mandate requiring Schedule 13D and 13G filings to be submitted in an XML format, effective December 18,...

October 9, 2024 Eva Schaeffer - Sr. Product Specialist

Podcast: RILA Rulemaking: The Highs, The Lows, and The Unknown [9:31]

On The Dot (Episode 7) - A conversation with Guy Stanzione discussing the highs, the lows, and questions to be...

October 1, 2024 Guy Stanzione - Director, SEC Compliance Services