Updates & Insights

Toppan Merrill and Nasdaq collaborate to support ESG and CSRD reporting needs

The European Sustainability Reporting Standards (ESRS) were published in late December 2023, starting a new phase in the roll-out of...

February 28, 2024 Toppan Merrill

Why CMS changes make member experience even more important

Medicare Advantage Organizations (MAOs) face several challenges. Learn about key changes from CMS that could impact your health plan member...

February 28, 2024 April Chambers - Healthcare Service Technology Manager

SEC Announces Charges Against Public Companies and Insiders in Connection with “Ongoing” Investigation of Beneficial Ownership Reporting Violations

Authors: Josh La Grange, Nathan M. Erickson Introduction On September 27, 2023, the Securities and Exchange Commission (the “SEC” or...

February 9, 2024 Fried Frank

Toppan Merrill Drives ESG and CSRD Reporting Excellence with Nasdaq

NEW YORK, Jan. 25, 2024 /PRNewswire/ -- Toppan Merrill, a technology-driven, global leader simplifying the complexity of regulatory disclosure and...

February 1, 2024 Toppan Merrill

SEC FAQ: Binding individual shareholder reports of multiple funds addressed

On Friday, January 19, 2024, SEC staff of the Division of Investment Management published “Frequently Asked Questions” related to Tailored...

January 31, 2024 Guy Stanzione - Director, SEC Compliance Services

Corp Fin Continues to Issue “Climate Change” Comments

By Allison Handy on January 25, 2024 As we continue to wait for the SEC to adopt final climate disclosure rules, Corp Fin...

January 30, 2024 Perkins Coie

Podcast: TSR ready. Are you absolutely sure? Tackling the SEC filing challenges. [9:01]

On The Dot (Episode 5) - A conversation with Guy Stanzione and Gordon Ruckdeschel about the SEC Tailored Shareholder Reports...

January 25, 2024 Guy Stanzione - Director, SEC Compliance Services

SEC publishes 5 TSR FAQs: what every filer needs to know

Learn more about the recently released TSR FAQs published by the SEC.

January 22, 2024 Guy Stanzione - Director, SEC Compliance Services

Podcast: TSR ready. Are you absolutely sure? Tackling the print and distribution challenges. [9:31]

On The Dot (Episode 4) - A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling...

January 8, 2024 Guy Stanzione - Director, SEC Compliance Services

Podcast: Why Every SEC Filer Needs to Prepare for EDGAR Next Now [9:07]

On The Dot (Episode 3) - A conversation with Gordon Ruckdeschel about the EDGAR Next proposal and the steps SEC...

January 4, 2024 Gordon Ruckdeschel - Vice President, Compliance Services and Funds