Search

Search results for: ""

Innovation with purpose: How Bridge saves you more time and effort

Toppan Merrill Bridge continues to deliver the most intuitive and efficient workflow for external reporting professionals, freeing teams to prepare and deliver EDGAR and iXBRL filings on time and in compliance. In this blog, Chase Bongirno, Director of Product Management, highlights new features and functionality from the Bridge: 2024 Summer Showcase.

The Ultimate Guide to Tailored Shareholder Reports

In attempt to modernize shareholder communication the SEC is now requiring all funds that file under Form N-1A to produce a Tailored Shareholder Report (TSR). Funds are required to created condensed, visually engaging content, with simplified fee disclosures specific to each share class. Continuing with other rules, the SEC is utilizing a paper based delivery model for shareholder mailings, as well as, iXBRL tagging for TSR's.

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 into your operations. It also allows for real-tine transparency which allows for faster claims and payments and a more accurate risk assessment.

SEC FAQs: 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 the additional elements needed to meet compliance and business requirements.

The January 19, 2024 FAQs released by the SEC staff of the Division of Investment Management focused on several key elements of the rule. Although the Staff may update the information periodically, the responses to the questions was timely based on the July 24, 2024 compliance date.

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 the additional elements needed to meet compliance and business requirements.
The January 19, 2024 FAQs released by the SEC staff of the Division of Investment Management focused on several key elements of the rule. Although the Staff may update the information periodically, the responses to the questions was timely based on the July 24, 2024 compliance date.