Updates & Insights

Social Determinants of Health and Supplemental Benefits

Social determinants of health (SDOH) directly influence healthcare outcomes – and Medicare Advantage plans are responding by expanding supplemental benefits...

April Chambers - Healthcare Service Technology Manager

June 4, 2025

Health Plans

EDGAR Next Transition: Guide to Enrollment and Delegation

The transition to EDGAR Next, which requires active SEC filers to enroll through the new Filer Management website and delegate...

Jennifer Froberg - Sr SEC Product Specialist

May 28, 2025

Corporate Compliance

From complexity to clarity: One company’s proxy breakthrough story

When a new Deputy General Counsel joined a mid-cap flooring company, she inherited a proxy process built on a maze...

Mike Spelman

May 27, 2025

Corporate Compliance

EDGAR Next for ’40 Act filers

On Sept. 27, 2024, the SEC announced the EDGAR Next final rule which significantly impacts all SEC filers. Filers began...

Gordon Ruckdeschel - Vice President, Compliance Services and Funds

May 20, 2025

Financial Services Investment Company Compliance

Podcast: Climate & ESG Reporting: Navigating the changing landscape [14:02]

On The Dot (Episode 9) - A conversation with Chelsi Tryon discussing the evolution of ESG reporting from early sustainability...

Chelsi Tryon

May 14, 2025

Corporate Compliance

Podcast: Simplifying EDGAR Next enrollment and delegation [18:34]

On The Dot (Episode 8) - A conversation with Jennifer Froberg, Gordon Ruckdeschel and Jon Regan discussing the EDGAR Next...

Jennifer Froberg - Sr SEC Product Specialist

Gordon Ruckdeschel - Vice President, Compliance Services and Funds

Jon Regan - Director, Center of Excellence

May 8, 2025

Corporate Compliance Financial Services

Nine steps to ensure member delivery preferences are met

The 2025 Medicare Advantage and Part D final rule introduces critical changes that directly impact how plans manage member communication...

Jen Trewick - Principal Product Manager

April 30, 2025

Health Plans

Navigating the annual proxy season

Proxy season is a critical time for companies and investors. Understanding key trends, regulatory updates, and best practices can help...

Mike Spelman

April 24, 2025

Corporate Compliance

Lead the pack: Don’t underestimate the power of accessibility

When it comes to communicating with your customers, don’t underestimate the power of accessibility. It can enhance your brand and...

Gary Iverson

April 21, 2025

Financial Services

The annual do’s and don’ts…when planning your annual meeting

Issuers preparing for their proxy campaign can benefit from a comprehensive checklist that covers essential steps in planning, cost management,...

Mike Spelman

April 16, 2025

Corporate Compliance