Updates & Insights

SEC launches modernization of filing fee disclosures, Inline XBRL to follow

In October 2021, the SEC adopted the Filing Fees and Payment Method Modernization final rule. The mandate was far-reaching, transforming...

Jennifer Froberg - Sr SEC Product Specialist

January 27, 2022

Corporate Compliance

Preparing for iXBRL: A foreign private issuer’s guide to SEC filing requirements

After more than a decade of traditional XBRL tagging of financial statements and following the inception of iXBRL required for...

Toppan Merrill

January 22, 2022

Corporate Compliance

The Six Keys to Customer Communication for Financial Services Firms- Part 1

In today’s business landscape, customers expect clear and consistent communication from every company they work with, especially when it comes...

Toppan Merrill

January 20, 2022

Financial Services

Guide to virtual annual meetings of shareholders: types, benefits & best practices

Prior to 2020, many wondered if shareholder meetings can effectively be held online and now it’s clear how critical they...

Toppan Merrill

December 29, 2021

Corporate Compliance

Navigating Year 1 ESEF compliance – with an eye on the future

To help companies find a path to ESEF iXBRL compliance that addresses both the here-and-now and the future, here is...

Bartek Czajka - Director of XBRL Consulting Services

December 17, 2021

Corporate Compliance

Advertising Practices Prohibited Under the New Modern Marketing Rule

With the new Modern Marketing Rule that the Securities and Exchange Commission (SEC) unveiled in December of 2020, firms need...

Toppan Merrill

December 16, 2021

Corporate Compliance

What can a dynamic health insurance welcome kit do for you? (part 2)

It's easy to get caught up in the words when you're creating a new health plan member welcome kit, but...

Toppan Merrill

December 7, 2021

Health Plans

What Does ‘Fair and Balanced’ Marketing Mean for Firms?

Marketing practices have evolved since the 1960s but until recently, the laws governing the advertisements of Securities and Exchange Commission...

Toppan Merrill

December 1, 2021

Corporate Compliance

The value of new member welcome kits for health plans (part 1)

Welcome kit materials should be driven by the member’s perspective from concept to final product. For government-sponsored plans specific standardized...

Toppan Merrill

November 13, 2021

Health Plans

Why you need a content management system for your health plan marketing

Health plan marketing is no longer just about slick advertising and word of mouth in the community. Consumers today are...

Toppan Merrill

October 27, 2021

Health Plans