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On The Dot

Regulatory disclosure and compliant communications - direct from the experts.

Podcast: RILA Rulemaking: The Highs, The Lows, and The Unknown

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

Updated: October 1, 2024

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How customers shop for health plans through digital marketing

The growing popularity of mobile apps and digital platforms is challenging many Medicare Advantage (MA) plans to rethink their digital...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 28, 2022

Health Plans

6 ways to boost the accessibility for your financial institution

People with disabilities deserve digital access to their financial institution's information. Just as financial institutions added Braille to ATMs and...

Toppan Merrill

November 22, 2022

Financial Services

SEC modernizes investor communication with Tailored Shareholder Reports (including iXBRL)

On October 26, 2022, by a vote of 5-0, the SEC adopted amendments to the requirements for Annual Report and...

Guy Stanzione - Director, SEC Compliance Services

November 17, 2022

Financial Services

The Inflation Reduction Act’s impact on drug benefits for health plans

The Inflation Reduction Act of 2022 (IRA) made substantial changes to federal healthcare provisions and will help reduce the cost...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 14, 2022

Health Plans

Why is the CMS Readiness Checklist important? What value does it bring to health plans?

The infamous CMS Readiness Checklist was created by the Centers for Medicare & Medicaid Services (CMS) as a tool for...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 9, 2022

Health Plans

Block Tagging: 7 ESEF compliance insights and best practices

As originally mandated in the ESEF iXBRL requirements, effective for financial years starting on or after 1 Jan 2022, issuers...

Toppan Merrill

September 30, 2022

Corporate Compliance

Social Determinants of Health and the impact on Supplemental Benefits (part 3 of 3)

Supplemental benefits are one of the ways that public and private entities are working to positively impact Social Determinants of...

Summer Beach – Associate Director, Medicare Compliance Solutions

September 28, 2022

Health Plans

Inline XBRL becomes a reality for variable product issuers

Effective January 1, 2023, Variable Product issuers of actively sold contracts are required to file registration statements and definitive updates...

Guy Stanzione - Director, SEC Compliance Services

September 27, 2022

Financial Services

10 Milestones on the road to an IPO

Taking a company public is the pinnacle – and payout – for most entrepreneurs. Company founders and employees bring their...

Toppan Merrill

September 21, 2022

Capital Markets

Social Determinants of Health and the impact on Supplemental Benefits (part 2 of 3)

Supplemental benefits have a critical impact on Social Determinants of Health (SDOH). These offerings have gained popularity through Medicare Advantage...

Summer Beach – Associate Director, Medicare Compliance Solutions

September 13, 2022

Health Plans

Capital Markets

Corporate Compliance

Financial Services Regulatory Disclosure and Marketing Communications

Health Plans Member Communications

On The Dot

Podcast: RILA Rulemaking: The Highs, The Lows, and The Unknown

Updates & Insights

On The Dot

Podcast: RILA Rulemaking: The Highs, The Lows, and The Unknown

How customers shop for health plans through digital marketing

6 ways to boost the accessibility for your financial institution

SEC modernizes investor communication with Tailored Shareholder Reports (including iXBRL)

The Inflation Reduction Act’s impact on drug benefits for health plans

Why is the CMS Readiness Checklist important? What value does it bring to health plans?

Block Tagging: 7 ESEF compliance insights and best practices

Social Determinants of Health and the impact on Supplemental Benefits (part 3 of 3)

Inline XBRL becomes a reality for variable product issuers

10 Milestones on the road to an IPO

Social Determinants of Health and the impact on Supplemental Benefits (part 2 of 3)

Capital Markets

Corporate Compliance

Financial Services Regulatory Disclosure and Marketing Communications

Health Plans Member Communications

On The Dot

On The Dot

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