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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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6 ways AI will transform health plan operations and the member experience

Health plans can improve member communications, increase efficiencies, allow for more personalization and reduce the healthcare spending by implementing AI...

Jen Trewick - Principal Product Manager

June 25, 2024

Health Plans

SEC FAQs: TSR compliance date and Inline XBRL issues

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

Guy Stanzione - Director, SEC Compliance Services

June 24, 2024

Financial Services

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...

Guy Stanzione - Director, SEC Compliance Services

June 24, 2024

Financial 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...

Jennifer Froberg - Sr SEC Product Specialist

June 20, 2024

Corporate Compliance

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...

Guy Stanzione - Director, SEC Compliance Services

June 20, 2024

Financial Services

SEC filing fee tables: How to convert and accurately apply iXBRL tags

Beginning July 31, 2024, SEC large accelerated filers are required to submit filing fee data in iXBRL format, with all...

Theresa Jasper - Senior SEC Product Specialist

June 5, 2024

Capital Markets Corporate Compliance

ESG, 10-K and Proxy report design: Solving consistency and content challenges

Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this...

Mike Spelman

Karen Fisher

June 4, 2024

Corporate Compliance

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...

Shelly Wavrin - Advisor, XBRL Consulting Services

May 16, 2024

Corporate Compliance

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,...

Jen Trewick - Principal Product Manager

May 15, 2024

Health Plans

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...

Cooley LLP

May 6, 2024

Corporate Compliance Financial Services

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

6 ways AI will transform health plan operations and the member experience

SEC FAQs: TSR compliance date and Inline XBRL issues

SEC FAQs: Electronic delivery of Shareholder Reports

What to know about the upcoming Resource Extraction filing requirements

Registered Index Linked Annuities (RILA) expected to gain interest

SEC filing fee tables: How to convert and accurately apply iXBRL tags

ESG, 10-K and Proxy report design: Solving consistency and content challenges

Common XBRL tagging issues in proxy statements

5 essential outcomes for health plan data analytics

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

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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