Updates & Insights

The importance of new member welcome kits for health plans

Welcome kit materials should be driven by the member’s perspective from concept to final product. For government-sponsored plans, you may...

August 25, 2026 Meagan Strandberg - Field Marketing Manager

Registered Offering Reform, revisited: What the new SEC proposal could mean for Closed-End Funds and BDCs

Although the proposals are primarily focused on operating companies, the offering reform proposal applies to some entities that fall under...

August 19, 2026 Gordon Ruckdeschel - Vice President, Compliance Services and Funds

Beyond the Fund Name: Understanding the SEC’s updated Names Rule

Under the revamped Names Rule, if a fund’s name suggests a focus on a particular asset type, industry or strategy,...

August 17, 2026 Guy Stanzione - Director, SEC Compliance Services

The end of copy-and-paste. Connect Excel® directly to your proxy. Update in real-time.

Manually entering or copying and pasting data into a proxy statement introduces unnecessary risk and consumes valuable time across your...

August 12, 2026 Todd Gruber - Director of Technical Sales

E-Delivery as the default: An inside look at the SEC’s proposal

The SEC’s proposed Regulation E-Delivery could change how investor communications are delivered. The proposal would allow e-delivery as the default...

August 11, 2026 Guy Stanzione - Director, SEC Compliance Services

The end of “Find and Replace”. Automate common content updates in your proxy. Meet Smart Content in Quinn.

Proxy statement drafting teams spend significant time updating, then validating, repeated language throughout the proxy statement. They recognize that every...

August 7, 2026 Todd Gruber - Director of Technical Sales

Beyond SEC compliance: Building a smarter document accessibility program

Accessibility has evolved beyond a compliance requirement. As organizations expand digital communications and increase electronic delivery, accessibility has become an...

August 6, 2026 Gary Iverson - Global Composition and Accessibility Director

Delegation oversight: Why communication matters as much as accountability

Effective delegation oversight requires more than contracts and reporting. Learn how health plans can strengthen compliance, reduce operational risk, and...

August 5, 2026 Kimulet Winzer | Healthcare Client Account Manager

“Who changed what? And when?” Smart Track in Quinn solves the mystery in seconds.   

Trying to pinpoint a single change in your proxy statement can quickly turn into a time-consuming exercise. Comparing document versions...

July 30, 2026 Todd Gruber - Director of Technical Sales

Reducing SEC compliance risk with automated document distribution workflows

Many providers of retirement plans, IRAs and 403(b) plans, variable product issuers, intermediaries and plan sponsors still rely on fund...

July 28, 2026 Guy Stanzione - Director, SEC Compliance Services