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....
Jen Trewick - Principal Product ManagerUpdates & Insights
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
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
SEC FAQs: Binding allowance and website availability for Variable Insurance Products
The FAQ provided needed clarity about document assembly and binding, but left uncertainty about the website hosting requirement of underlying...
Guy Stanzione - Director, SEC Compliance Services
SEC Climate Disclosure Rule: Timing Uncertain as Legal Challenges Move to Eighth Circuit
In a blog posted on March 26, 2024, Wiley highlights the topic of uncertain timing for the SEC Climate Disclosure...
Wiley
How MAOs Can Improve Medicare Member Engagement
Medicare Advantage Organizations must digitally reinvent the way they market and present their member experience to beneficiaries. Toppan Merrill shares...
Jen Trewick - Principal Product Manager
SEC Adopts Climate Reporting Requirements
In a blog posted on March 7, 2024, Cooley discusses the final climate disclosure rule adopted by the SEC on...
Podcast: TSR ready. Are you absolutely sure? Tackling the data and content management challenges. [9:12]
A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling the data and content management challenges...
Guy Stanzione - Director, SEC Compliance Services
Streamlined Growth: Toppan Merrill invests heavily in technology and talent in Sartell
Recently Enterprise Minnesota visited to learn more about our Sartell, MN operations and why in an era in which printing...
SEC FAQ: Form N-CSR and website availability requirements
On Friday, January 19, 2024, SEC staff of the Division of Investment Management published “Frequently Asked Questions” related to Tailored...
Guy Stanzione - Director, SEC Compliance Services
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...