Updates & Insights

SEC FAQs: Electronic delivery of Shareholder Reports

With the rapidly approaching initial cycle for Tailored Shareholder Reports (TSR) just around the corner, the focus is shifting to...

June 24, 2024 Guy Stanzione - Director, SEC Compliance Services

What to know about the upcoming Resource Extraction filing requirements

Resource Extraction filings require oil, gas and mineral companies to report payments in standard XBRL format. Jennifer Froberg shares the...

June 20, 2024 Jennifer Froberg - Sr SEC Product Specialist

Registered Index Linked Annuities (RILA) expected to gain interest

A Registered Index Linked Annuity (RILA) is one of several types of annuity contracts offered by insurance companies. An investor’s...

June 20, 2024 Guy Stanzione - Director, SEC Compliance Services

Common XBRL tagging issues in proxy statements

A recent review of the 2024 filed Pay versus Performance proxy disclosures has identified a number of filings with common...

May 16, 2024 Shelly Wavrin - Advisor, XBRL Consulting Services

5 essential outcomes for health plan data analytics

Why aren’t health plans making better use of their Medicare Advantage member data? Because while the broader potential is clear,...

May 15, 2024 Jen Trewick - Principal Product Manager

What Fund Managers Need to Know About SEC Form N-PX

In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on...

May 6, 2024 Cooley LLP

ANOC and EOC model document management: Health plan marketing communication essentials

Health plan marketing materials are largely formulaic. The Centers for Medicare & Medicaid Services (CMS) publishes standardized templates in the...

April 24, 2024 Summer Beach – Associate Director, Medicare Compliance Solutions

SEC Modernizes Beneficial Ownership Reporting on Schedule 13D and 13G with XML format

Our Toppan Merrill experts break down the SEC’s final rule to update beneficial ownership reporting for Schedule 13D and 13G...

April 18, 2024 Jennifer Froberg - Sr SEC Product Specialist

5 steps to move toward omnichannel member experiences

As more and more people enroll in Medicare Advantage there is an increase in the amount of digital savvy members....

April 17, 2024 Jen Trewick - Principal Product Manager

Canada’s Supply Chains Act: What to consider when preparing your first report‎

DLA Piper provides key considerations for Canadian companies to be in compliance with the Supply Chains Act

April 4, 2024 DLA Piper