What to consider when looking for Evidence of Coverage software solutions
Having the right solution for EOCs can help ensure your plan meet the CMS deadlines. Get an understanding of solution...
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
Podcast: What are the early benefits of EDGAR Next?
Episode 2 - A conversation with Jennifer Froberg about the SEC’s EDGAR Next proposal designed to improve EDGAR filing access,...
Jennifer Froberg - Sr SEC Product Specialist
The state of ESEF – Part 2: What is next for ESEF?
In this second blog of a three-part ESEF series, Danny Northey, Bartek Czajka and Martin Lorentsson share their thoughts on...
SEC modernizes cybersecurity reporting for public companies: Inline XBRL overview
The SEC adopted a new cybersecurity reporting rule affecting domestic and foreign private issuers. Issuers will be required to iXBRL...
Jennifer Froberg - Sr SEC Product Specialist
Drawing within the lines during Medicare Advantage sales presentations
Prevent marketing complaints by helping your sales force understand which materials are required during sales discussions.
Summer Beach – Associate Director, Medicare Compliance Solutions
The state of ESEF – Part 1: Taking stock of the first few years
After this year’s filings, we are seeing a shift in conversations with filers: The focus is more on quality and...
Podcast: Cybersecurity risk management, strategy, governance and incident disclosure [10:54]
On The Dot (Episode 1) - A conversation with Jennifer Froberg, Senior SEC Product Specialist, about the new cybersecurity disclosure...
Jennifer Froberg - Sr SEC Product Specialist
Medicare Advantage Special Enrollment Periods. Ready to assist enrollees with plan choices?
When unique circumstances hit your membership, they can miss their chance to enroll entirely, or to change plans. Look here...
Summer Beach – Associate Director, Medicare Compliance Solutions
New N-PX reporting requirements for 13F filers (Institutional Investment Managers)
Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds....
Jennifer Froberg - Sr SEC Product Specialist
The SEC modernizes Form N-PX to require Mutual Funds to report proxy votes in XML
Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds....
Jennifer Froberg - Sr SEC Product Specialist